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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 | $36,089 | $160,040-77.4% | $147,096-75.5% | $145,877-75.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.74% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,805 | $5,289-28.1% | $4,936-22.9% | $4,663-18.4% |
| Participant deferral / active EE | $9,346 | $8,429+10.9% | $8,071+15.8% | $6,691+39.7% |
| Admin fee / account holder | $4,137 | $15,050-72.5% | $13,005-68.2% | $13,402-69.1% |