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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 | $51,235 | $175,257-70.8% | $149,717-65.8% | $139,456-63.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.45% | 166.70%-155.2pp | 134.41%-123.0pp | 373.45%-362.0pp |
| Employer contribution / active EE | $1,718 | $5,477-68.6% | $4,820-64.4% | $4,753-63.9% |
| Participant deferral / active EE | $4,422 | $6,521-32.2% | $5,682-22.2% | $6,711-34.1% |
| Admin fee / account holder | $2,269 | $16,156-86.0% | $13,213-82.8% | $11,407-80.1% |