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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 | $160,040-80.9% | $147,096-79.2% | $145,877-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.58% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,968 | $5,289-62.8% | $4,936-60.1% | $4,663-57.8% |
| Participant deferral / active EE | $9,412 | $8,429+11.7% | $8,071+16.6% | $6,691+40.7% |
| Admin fee / account holder | $8,458 | $15,050-43.8% | $13,005-35.0% | $13,402-36.9% |