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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 | $47,604 | $144,130-67.0% | $117,861-59.6% | $147,586-67.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.71% | 531.20%-520.5pp | 335.11%-324.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $3,017 | $4,897-38.4% | $3,786-20.3% | $4,876-38.1% |
| Participant deferral / active EE | $6,022 | $5,316+13.3% | $4,482+34.4% | $5,439+10.7% |
| Admin fee / account holder | $4,462 | $10,887-59.0% | $8,021-44.4% | $10,886-59.0% |