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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 | $40,943 | $160,070-74.4% | $147,117-72.2% | $145,897-71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,660 | $5,285-30.7% | $4,932-25.8% | $4,663-21.5% |
| Participant deferral / active EE | $6,549 | $8,419-22.2% | $8,065-18.8% | $6,689-2.1% |
| Admin fee / account holder | $5,271 | $15,035-64.9% | $12,993-59.4% | $13,390-60.6% |