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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 | $162,529-79.3% | $130,788-74.3% | $154,746-78.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.37% | 510.48%-497.1pp | 386.44%-373.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,542 | $4,447-42.8% | $3,558-28.6% | $4,379-42.0% |
| Participant deferral / active EE | $3,019 | $4,808-37.2% | $4,137-27.0% | $6,730-55.1% |
| Admin fee / account holder | $8,638 | $7,669+12.6% | $6,673+29.5% | $14,365-39.9% |