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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 | $27,966 | $102,595-72.7% | $94,057-70.3% | $154,746-81.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.74% | 583.42%-564.7pp | 480.62%-461.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,757 | $3,147-12.4% | $2,933-6.0% | $4,379-37.1% |
| Participant deferral / active EE | $3,693 | $5,118-27.9% | $4,709-21.6% | $6,730-45.1% |
| Admin fee / account holder | $538 | $7,736-93.0% | $7,244-92.6% | $14,365-96.3% |