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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 | $31,609 | $108,897-71.0% | $100,378-68.5% | $145,877-78.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.21% | 58.17%-48.0pp | 49.41%-39.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,849 | $4,420-12.9% | $3,942-2.4% | $4,663-17.5% |
| Participant deferral / active EE | $6,603 | $8,455-21.9% | $8,087-18.4% | $6,691-1.3% |
| Admin fee / account holder | $12,260 | $9,690+26.5% | $7,899+55.2% | $13,402-8.5% |