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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 | $50,228 | $160,040-68.6% | $147,096-65.9% | $145,877-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.47% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,885 | $5,289-45.5% | $4,936-41.6% | $4,663-38.1% |
| Participant deferral / active EE | $15,594 | $8,429+85.0% | $8,071+93.2% | $6,691+133.1% |
| Admin fee / account holder | $1,471 | $15,050-90.2% | $13,005-88.7% | $13,402-89.0% |