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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 | $46,740 | $160,070-70.8% | $147,117-68.2% | $145,897-68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 98.69%-88.6pp | 420.54%-410.5pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,229 | $5,285-57.8% | $4,932-54.8% | $4,663-52.2% |
| Participant deferral / active EE | $5,863 | $8,419-30.4% | $8,065-27.3% | $6,689-12.4% |
| Admin fee / account holder | $1,183 | $15,035-92.1% | $12,993-90.9% | $13,390-91.2% |