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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 | $47,863 | $217,432-78.0% | $185,851-74.2% | $167,553-71.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.26% | 148.43%-136.2pp | 122.11%-109.9pp | 478.89%-466.6pp |
| Employer contribution / active EE | $2,697 | $5,874-54.1% | $5,168-47.8% | $4,840-44.3% |
| Participant deferral / active EE | $2,873 | $6,357-54.8% | $5,569-48.4% | $6,343-54.7% |
| Admin fee / account holder | $2,543 | $19,820-87.2% | $16,245-84.3% | $12,316-79.4% |