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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 | $46,643 | $209,422-77.7% | $178,503-73.9% | $158,982-70.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.01% | 188.81%-171.8pp | 151.12%-134.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $2,344 | $5,707-58.9% | $5,011-53.2% | $4,763-50.8% |
| Participant deferral / active EE | $8,163 | $5,955+37.1% | $5,202+56.9% | $5,983+36.4% |
| Admin fee / account holder | $15,957 | $17,079-6.6% | $13,987+14.1% | $11,252+41.8% |