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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 | $49,253 | $160,040-69.2% | $147,096-66.5% | $145,877-66.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,327 | $5,289-56.0% | $4,936-52.9% | $4,663-50.1% |
| Participant deferral / active EE | $4,836 | $8,429-42.6% | $8,071-40.1% | $6,691-27.7% |
| Admin fee / account holder | $816 | $15,050-94.6% | $13,005-93.7% | $13,402-93.9% |