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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 | $34,459 | $102,595-66.4% | $94,057-63.4% | $154,746-77.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.32% | 583.42%-562.1pp | 480.62%-459.3pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,712 | $3,147-13.8% | $2,933-7.5% | $4,379-38.1% |
| Participant deferral / active EE | $6,472 | $5,118+26.5% | $4,709+37.4% | $6,730-3.8% |
| Admin fee / account holder | $2,042 | $7,736-73.6% | $7,244-71.8% | $14,365-85.8% |