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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 | $45,035 | $159,978-71.8% | $147,041-69.4% | $145,978-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.69% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,662 | $5,288-49.7% | $4,935-46.1% | $4,662-42.9% |
| Participant deferral / active EE | $8,846 | $8,429+5.0% | $8,071+9.6% | $6,690+32.2% |
| Admin fee / account holder | $2,351 | $15,053-84.4% | $13,006-81.9% | $13,400-82.5% |