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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 | $31,802 | $105,145-69.8% | $94,664-66.4% | $139,466-77.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.02% | 38.09%-21.1pp | 156.84%-139.8pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,160 | $4,107-47.4% | $3,673-41.2% | $4,754-54.6% |
| Participant deferral / active EE | $3,137 | $7,599-58.7% | $7,417-57.7% | $6,712-53.3% |
| Admin fee / account holder | $13,256 | $8,972+47.8% | $7,222+83.6% | $11,409+16.2% |