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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 | $36,197 | $160,028-77.4% | $147,080-75.4% | $145,884-75.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,291 | $5,286-37.7% | $4,933-33.3% | $4,662-29.4% |
| Participant deferral / active EE | $5,655 | $8,422-32.8% | $8,066-29.9% | $6,690-15.5% |
| Admin fee / account holder | $5,070 | $15,030-66.3% | $12,989-61.0% | $13,392-62.1% |