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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,328 | $102,595-64.6% | $94,057-61.4% | $154,746-76.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.70% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,133 | $3,147-32.2% | $2,933-27.3% | $4,379-51.3% |
| Participant deferral / active EE | $6,983 | $5,118+36.4% | $4,709+48.3% | $6,730+3.8% |
| Admin fee / account holder | $4,436 | $7,736-42.7% | $7,244-38.8% | $14,365-69.1% |