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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 | $48,038 | $160,040-70.0% | $147,096-67.3% | $145,877-67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,245 | $5,289-38.6% | $4,936-34.3% | $4,663-30.4% |
| Participant deferral / active EE | $7,677 | $8,429-8.9% | $8,071-4.9% | $6,691+14.7% |
| Admin fee / account holder | $4,860 | $15,050-67.7% | $13,005-62.6% | $13,402-63.7% |