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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 | $46,288 | $102,595-54.9% | $94,057-50.8% | $154,746-70.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.16% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,173 | $3,147+0.8% | $2,933+8.2% | $4,379-27.6% |
| Participant deferral / active EE | $5,042 | $5,118-1.5% | $4,709+7.1% | $6,730-25.1% |
| Admin fee / account holder | $667 | $7,736-91.4% | $7,244-90.8% | $14,365-95.4% |