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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 | $42,492 | $160,070-73.5% | $147,117-71.1% | $145,897-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.77% | 98.69%-74.9pp | 420.54%-396.8pp | 552.29%-528.5pp |
| Employer contribution / active EE | $3,990 | $5,285-24.5% | $4,932-19.1% | $4,663-14.4% |
| Participant deferral / active EE | $7,339 | $8,419-12.8% | $8,065-9.0% | $6,689+9.7% |
| Admin fee / account holder | $4,671 | $15,035-68.9% | $12,993-64.0% | $13,390-65.1% |