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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 | $47,219 | $160,028-70.5% | $147,080-67.9% | $145,884-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.11% | 98.60%-73.5pp | 420.17%-395.1pp | 551.85%-526.7pp |
| Employer contribution / active EE | $3,002 | $5,286-43.2% | $4,933-39.1% | $4,662-35.6% |
| Participant deferral / active EE | $10,947 | $8,422+30.0% | $8,066+35.7% | $6,690+63.6% |
| Admin fee / account holder | $2,569 | $15,030-82.9% | $12,989-80.2% | $13,392-80.8% |