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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 | $38,853 | $160,040-75.7% | $147,096-73.6% | $145,877-73.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.24% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,250 | $5,289-38.6% | $4,936-34.2% | $4,663-30.3% |
| Participant deferral / active EE | $6,011 | $8,429-28.7% | $8,071-25.5% | $6,691-10.2% |
| Admin fee / account holder | $1,413 | $15,050-90.6% | $13,005-89.1% | $13,402-89.5% |