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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 | $160,028-71.0% | $147,080-68.5% | $145,884-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $3,170 | $5,286-40.0% | $4,933-35.7% | $4,662-32.0% |
| Participant deferral / active EE | $3,937 | $8,422-53.3% | $8,066-51.2% | $6,690-41.1% |
| Admin fee / account holder | $388 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |