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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 | $40,170 | $160,070-74.9% | $147,117-72.7% | $145,897-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 98.69%-81.0pp | 420.54%-402.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $3,465 | $5,285-34.4% | $4,932-29.8% | $4,663-25.7% |
| Participant deferral / active EE | $8,838 | $8,419+5.0% | $8,065+9.6% | $6,689+32.1% |
| Admin fee / account holder | $45,791 | $15,035+204.6% | $12,993+252.4% | $13,390+242.0% |