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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 | $32,352 | $159,934-79.8% | $147,005-78.0% | $145,959-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.94% | 98.24%-76.3pp | 418.76%-396.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $5,241 | $5,287-0.9% | $4,934+6.2% | $4,661+12.5% |
| Participant deferral / active EE | $6,646 | $8,427-21.1% | $8,070-17.6% | $6,689-0.6% |
| Admin fee / account holder | $39,452 | $15,053+162.1% | $13,006+203.3% | $13,398+194.5% |