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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 | $46,765 | $90,614-48.4% | $76,089-38.5% | $145,877-67.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.92% | 623.80%-613.9pp | 360.94%-351.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,925 | $3,324+18.1% | $2,690+45.9% | $4,663-15.8% |
| Participant deferral / active EE | $1,341 | $5,168-74.1% | $4,259-68.5% | $6,691-80.0% |
| Admin fee / account holder | $7,830 | $8,376-6.5% | $6,418+22.0% | $13,402-41.6% |