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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 | $37,883 | $159,934-76.3% | $147,005-74.2% | $145,959-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.91% | 98.24%-84.3pp | 418.76%-404.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,126 | $5,287-59.8% | $4,934-56.9% | $4,661-54.4% |
| Participant deferral / active EE | $6,008 | $8,427-28.7% | $8,070-25.6% | $6,689-10.2% |
| Admin fee / account holder | $4,567 | $15,053-69.7% | $13,006-64.9% | $13,398-65.9% |