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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 | $40,123 | $160,070-74.9% | $147,117-72.7% | $145,897-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.95% | 98.69%-81.7pp | 420.54%-403.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,818 | $5,285-27.8% | $4,932-22.6% | $4,663-18.1% |
| Participant deferral / active EE | $7,215 | $8,419-14.3% | $8,065-10.5% | $6,689+7.9% |
| Admin fee / account holder | $398 | $15,035-97.4% | $12,993-96.9% | $13,390-97.0% |