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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 | $48,736 | $160,040-69.5% | $147,096-66.9% | $145,877-66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,746 | $5,289-48.1% | $4,936-44.4% | $4,663-41.1% |
| Participant deferral / active EE | $4,427 | $8,429-47.5% | $8,071-45.2% | $6,691-33.8% |
| Admin fee / account holder | $16,998 | $15,050+12.9% | $13,005+30.7% | $13,402+26.8% |