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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 | $159,978-74.4% | $147,041-72.2% | $145,978-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 98.36%-86.8pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,660 | $5,288-30.8% | $4,935-25.8% | $4,662-21.5% |
| Participant deferral / active EE | $6,549 | $8,429-22.3% | $8,071-18.9% | $6,690-2.1% |
| Admin fee / account holder | $5,271 | $15,053-65.0% | $13,006-59.5% | $13,400-60.7% |