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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 | $46,372 | $160,070-71.0% | $147,117-68.5% | $145,897-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,170 | $5,285-40.0% | $4,932-35.7% | $4,663-32.0% |
| Participant deferral / active EE | $3,937 | $8,419-53.2% | $8,065-51.2% | $6,689-41.1% |
| Admin fee / account holder | $388 | $15,035-97.4% | $12,993-97.0% | $13,390-97.1% |