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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 | $44,638 | $160,040-72.1% | $147,096-69.7% | $145,877-69.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $4,822 | $5,289-8.8% | $4,936-2.3% | $4,663+3.4% |
| Participant deferral / active EE | $13,025 | $8,429+54.5% | $8,071+61.4% | $6,691+94.7% |
| Admin fee / account holder | $3,337 | $15,050-77.8% | $13,005-74.3% | $13,402-75.1% |