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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 | $48,571 | $176,120-72.4% | $159,487-69.5% | $167,553-71.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.51% | 331.95%-318.4pp | 263.71%-250.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $2,254 | $5,299-57.5% | $4,831-53.4% | $4,840-53.4% |
| Participant deferral / active EE | $5,749 | $7,752-25.8% | $7,354-21.8% | $6,343-9.4% |
| Admin fee / account holder | $579 | $12,561-95.4% | $10,804-94.6% | $12,316-95.3% |