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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 | $30,596 | $160,028-80.9% | $147,080-79.2% | $145,884-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.58% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,968 | $5,286-62.8% | $4,933-60.1% | $4,662-57.8% |
| Participant deferral / active EE | $9,412 | $8,422+11.8% | $8,066+16.7% | $6,690+40.7% |
| Admin fee / account holder | $8,458 | $15,030-43.7% | $12,989-34.9% | $13,392-36.8% |