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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 | $47,933 | $160,040-70.0% | $147,096-67.4% | $145,877-67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.44% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $5,606 | $5,289+6.0% | $4,936+13.6% | $4,663+20.2% |
| Participant deferral / active EE | $7,887 | $8,429-6.4% | $8,071-2.3% | $6,691+17.9% |
| Admin fee / account holder | $1,311 | $15,050-91.3% | $13,005-89.9% | $13,402-90.2% |