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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 | $46,464 | $160,028-71.0% | $147,080-68.4% | $145,884-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.49% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,745 | $5,286-29.2% | $4,933-24.1% | $4,662-19.7% |
| Participant deferral / active EE | $16,183 | $8,422+92.2% | $8,066+100.6% | $6,690+141.9% |
| Admin fee / account holder | $4,818 | $15,030-67.9% | $12,989-62.9% | $13,392-64.0% |