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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 | $46,595 | $209,422-77.8% | $178,503-73.9% | $158,982-70.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.51% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,760 | $5,707-69.2% | $5,011-64.9% | $4,763-63.1% |
| Participant deferral / active EE | $2,771 | $5,955-53.5% | $5,202-46.7% | $5,983-53.7% |
| Admin fee / account holder | $10,849 | $17,079-36.5% | $13,987-22.4% | $11,252-3.6% |