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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 | $47,823 | $160,028-70.1% | $147,080-67.5% | $145,884-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.27% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $5,270 | $5,286-0.3% | $4,933+6.8% | $4,662+13.0% |
| Participant deferral / active EE | $10,877 | $8,422+29.2% | $8,066+34.8% | $6,690+62.6% |
| Admin fee / account holder | $6,276 | $15,030-58.2% | $12,989-51.7% | $13,392-53.1% |