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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 | $36,157 | $125,190-71.1% | $105,624-65.8% | $145,897-75.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.36% | 225.22%-210.9pp | 116.20%-101.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,207 | $3,720-40.7% | $3,168-30.3% | $4,663-52.7% |
| Participant deferral / active EE | $16,339 | $5,716+185.9% | $5,013+226.0% | $6,689+144.3% |
| Admin fee / account holder | $3,749 | $17,138-78.1% | $10,961-65.8% | $13,390-72.0% |