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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 | $51,512 | $160,028-67.8% | $147,080-65.0% | $145,884-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 98.60%-86.7pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,795 | $5,286-47.1% | $4,933-43.3% | $4,662-40.1% |
| Participant deferral / active EE | $4,196 | $8,422-50.2% | $8,066-48.0% | $6,690-37.3% |
| Admin fee / account holder | $10,147 | $15,030-32.5% | $12,989-21.9% | $13,392-24.2% |