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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 | $33,781 | $166,268-79.7% | $165,100-79.5% | $145,897-76.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.93% | 100.52%-91.6pp | 70.21%-61.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,809 | $5,284-65.8% | $4,348-58.4% | $4,663-61.2% |
| Participant deferral / active EE | $7,094 | $6,964+1.9% | $6,035+17.5% | $6,689+6.0% |
| Admin fee / account holder | $33,197 | $16,659+99.3% | $12,696+161.5% | $13,390+147.9% |