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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 | $47,249 | $202,460-76.7% | $169,385-72.1% | $139,456-66.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.61% | 532.07%-518.5pp | 405.82%-392.2pp | 373.45%-359.8pp |
| Employer contribution / active EE | $3,846 | $4,691-18.0% | $4,012-4.1% | $4,753-19.1% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,873 | $10,719-54.5% | $9,011-45.9% | $11,407-57.3% |