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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 | $47,105 | $160,040-70.6% | $147,096-68.0% | $145,877-67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,258 | $5,289-38.4% | $4,936-34.0% | $4,663-30.1% |
| Participant deferral / active EE | $8,453 | $8,429+0.3% | $8,071+4.7% | $6,691+26.3% |
| Admin fee / account holder | $35,294 | $15,050+134.5% | $13,005+171.4% | $13,402+163.3% |