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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 | $33,617 | $234,190-85.6% | $180,320-81.4% | $198,609-83.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 13.37% | 1057.44%-1044.1pp | 778.54%-765.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,542 | $5,258-51.7% | $4,108-38.1% | $5,055-49.7% |
| Participant deferral / active EE | $3,019 | $4,988-39.5% | $4,304-29.9% | $6,977-56.7% |
| Admin fee / account holder | $8,638 | $12,558-31.2% | $10,000-13.6% | $19,030-54.6% |