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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 | $50,295 | $160,040-68.6% | $147,096-65.8% | $145,877-65.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.32% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $4,676 | $5,289-11.6% | $4,936-5.3% | $4,663+0.3% |
| Participant deferral / active EE | $7,398 | $8,429-12.2% | $8,071-8.3% | $6,691+10.6% |
| Admin fee / account holder | $1,424 | $15,050-90.5% | $13,005-89.1% | $13,402-89.4% |