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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 | $45,419 | $102,595-55.7% | $94,057-51.7% | $154,746-70.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.72% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $5,087 | $3,147+61.6% | $2,933+73.4% | $4,379+16.2% |
| Participant deferral / active EE | $4,053 | $5,118-20.8% | $4,709-13.9% | $6,730-39.8% |
| Admin fee / account holder | $4,989 | $7,736-35.5% | $7,244-31.1% | $14,365-65.3% |