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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 | $49,996 | $226,135-77.9% | $182,558-72.6% | $152,909-67.3% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.0%+17.0pp | 82.5%+12.5pp |
| Annual return | 20.87% | 192.60%-171.7pp | 148.59%-127.7pp | 345.46%-324.6pp |
| Employer contribution / active EE | $4,833 | $4,979-2.9% | $4,076+18.6% | $4,764+1.4% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $462 | $10,707-95.7% | $8,594-94.6% | $11,601-96.0% |