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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 | $41,412 | $176,120-76.5% | $159,487-74.0% | $167,553-75.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.54% | 331.95%-319.4pp | 263.71%-251.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $4,051 | $5,299-23.6% | $4,831-16.2% | $4,840-16.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,055 | $12,561-43.8% | $10,804-34.7% | $12,316-42.7% |