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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 | $28,793 | $176,077-83.6% | $159,455-81.9% | $167,518-82.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.28% | 331.83%-312.6pp | 263.63%-244.4pp | 478.71%-459.4pp |
| Employer contribution / active EE | $3,368 | $5,298-36.4% | $4,830-30.3% | $4,838-30.4% |
| Participant deferral / active EE | $7,258 | $7,751-6.4% | $7,353-1.3% | $6,342+14.4% |
| Admin fee / account holder | $1,746 | $12,556-86.1% | $10,800-83.8% | $12,312-85.8% |