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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 | $47,734 | $171,867-72.2% | $149,721-68.1% | $147,586-67.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.14% | 2113.36%-2103.2pp | 1501.67%-1491.5pp | 578.59%-568.5pp |
| Employer contribution / active EE | $5,594 | $6,275-10.9% | $5,444+2.7% | $4,876+14.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,345 | $13,799-68.5% | $11,282-61.5% | $10,886-60.1% |