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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 | $160,070-70.6% | $147,117-68.0% | $145,897-67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $3,258 | $5,285-38.3% | $4,932-33.9% | $4,663-30.1% |
| Participant deferral / active EE | $8,453 | $8,419+0.4% | $8,065+4.8% | $6,689+26.4% |
| Admin fee / account holder | $35,294 | $15,035+134.7% | $12,993+171.6% | $13,390+163.6% |