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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 | $51,887 | $175,231-70.4% | $149,696-65.3% | $139,466-62.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.62% | 166.77%-155.1pp | 134.46%-122.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $4,126 | $5,478-24.7% | $4,821-14.4% | $4,754-13.2% |
| Participant deferral / active EE | $2,640 | $6,521-59.5% | $5,682-53.5% | $6,712-60.7% |
| Admin fee / account holder | $44,164 | $16,155+173.4% | $13,212+234.3% | $11,409+287.1% |