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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 | $24,035 | $202,440-88.1% | $169,390-85.8% | $139,466-82.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.62% | 532.36%-509.7pp | 406.07%-383.5pp | 373.66%-351.0pp |
| Employer contribution / active EE | $3,641 | $4,693-22.4% | $4,013-9.3% | $4,754-23.4% |
| Participant deferral / active EE | $5,771 | $6,940-16.8% | $6,222-7.3% | $6,712-14.0% |
| Admin fee / account holder | $1,764 | $10,722-83.6% | $9,015-80.4% | $11,409-84.5% |