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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 | $43,982 | $160,040-72.5% | $147,096-70.1% | $145,877-69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,114 | $5,289-41.1% | $4,936-36.9% | $4,663-33.2% |
| Participant deferral / active EE | $3,114 | $8,429-63.1% | $8,071-61.4% | $6,691-53.5% |
| Admin fee / account holder | $1,845 | $15,050-87.7% | $13,005-85.8% | $13,402-86.2% |