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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 | $26,019 | $160,028-83.7% | $147,080-82.3% | $145,884-82.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.21% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3,162 | $5,286-40.2% | $4,933-35.9% | $4,662-32.2% |
| Participant deferral / active EE | $6,007 | $8,422-28.7% | $8,066-25.5% | $6,690-10.2% |
| Admin fee / account holder | $7,918 | $15,030-47.3% | $12,989-39.0% | $13,392-40.9% |