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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 | $46,206 | $160,040-71.1% | $147,096-68.6% | $145,877-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,663 | $5,289-49.7% | $4,936-46.1% | $4,663-42.9% |
| Participant deferral / active EE | $6,484 | $8,429-23.1% | $8,071-19.7% | $6,691-3.1% |
| Admin fee / account holder | $14,107 | $15,050-6.3% | $13,005+8.5% | $13,402+5.3% |