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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 | $46,414 | $159,934-71.0% | $147,005-68.4% | $145,959-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.36% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,778 | $5,287-66.4% | $4,934-64.0% | $4,661-61.9% |
| Participant deferral / active EE | $4,415 | $8,427-47.6% | $8,070-45.3% | $6,689-34.0% |
| Admin fee / account holder | $440 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |