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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 | $23,509 | $160,040-85.3% | $147,096-84.0% | $145,877-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 74.89% | 98.49%-23.6pp | 419.75%-344.9pp | 551.28%-476.4pp |
| Employer contribution / active EE | $2,437 | $5,289-53.9% | $4,936-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $3,993 | $8,429-52.6% | $8,071-50.5% | $6,691-40.3% |
| Admin fee / account holder | $10,203 | $15,050-32.2% | $13,005-21.5% | $13,402-23.9% |