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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 | $43,112 | $160,040-73.1% | $147,096-70.7% | $145,877-70.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,644 | $5,289-50.0% | $4,936-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $5,600 | $8,429-33.6% | $8,071-30.6% | $6,691-16.3% |
| Admin fee / account holder | $15,257 | $15,050+1.4% | $13,005+17.3% | $13,402+13.8% |