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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 | $40,794 | $160,028-74.5% | $147,080-72.3% | $145,884-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,138 | $5,286-40.6% | $4,933-36.4% | $4,662-32.7% |
| Participant deferral / active EE | $11,233 | $8,422+33.4% | $8,066+39.3% | $6,690+67.9% |
| Admin fee / account holder | $3,480 | $15,030-76.8% | $12,989-73.2% | $13,392-74.0% |