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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 | $26,555 | $148,623-82.1% | $135,974-80.5% | $139,466-81.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.88% | 79.30%-28.4pp | 68.30%-17.4pp | 373.66%-322.8pp |
| Employer contribution / active EE | $3,109 | $5,246-40.7% | $4,859-36.0% | $4,754-34.6% |
| Participant deferral / active EE | $8,357 | $8,103+3.1% | $7,760+7.7% | $6,712+24.5% |
| Admin fee / account holder | $6,207 | $12,406-50.0% | $10,767-42.4% | $11,409-45.6% |