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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 | $48,217 | $196,972-75.5% | $182,262-73.5% | $198,609-75.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 29.06% | 158.27%-129.2pp | 140.60%-111.5pp | 202.70%-173.6pp |
| Employer contribution / active EE | $3,750 | $5,364-30.1% | $5,046-25.7% | $5,055-25.8% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,750 | $18,429-79.7% | $16,712-77.6% | $19,030-80.3% |