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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 | $29,120 | $217,427-86.6% | $185,837-84.3% | $167,518-82.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.89% | 148.39%-134.5pp | 122.08%-108.2pp | 478.71%-464.8pp |
| Employer contribution / active EE | $2,464 | $5,874-58.1% | $5,168-52.3% | $4,838-49.1% |
| Participant deferral / active EE | $3,510 | $6,357-44.8% | $5,568-37.0% | $6,342-44.7% |
| Admin fee / account holder | $2,965 | $19,816-85.0% | $16,241-81.7% | $12,312-75.9% |