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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 | $46,864 | $159,934-70.7% | $147,005-68.1% | $145,959-67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.07% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $3,526 | $5,287-33.3% | $4,934-28.5% | $4,661-24.3% |
| Participant deferral / active EE | $7,282 | $8,427-13.6% | $8,070-9.8% | $6,689+8.9% |
| Admin fee / account holder | $637 | $15,053-95.8% | $13,006-95.1% | $13,398-95.2% |