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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 | $52,113 | $112,121-53.5% | $95,960-45.7% | $158,966-67.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 169.79% | 171.16%-1.4pp | 91.63%+78.2pp | 302.95%-133.2pp |
| Employer contribution / active EE | $3,283 | $3,199+2.6% | $2,541+29.2% | $4,762-31.1% |
| Participant deferral / active EE | $7,122 | $4,784+48.9% | $4,167+70.9% | $5,983+19.0% |
| Admin fee / account holder | $3,009 | $10,135-70.3% | $6,797-55.7% | $11,250-73.3% |