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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 | $46,195 | $160,070-71.1% | $147,117-68.6% | $145,897-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,338 | $5,285-36.8% | $4,932-32.3% | $4,663-28.4% |
| Participant deferral / active EE | $3,872 | $8,419-54.0% | $8,065-52.0% | $6,689-42.1% |
| Admin fee / account holder | $369 | $15,035-97.5% | $12,993-97.2% | $13,390-97.2% |