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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 | $47,555 | $160,040-70.3% | $147,096-67.7% | $145,877-67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.95% | 98.49%-72.5pp | 419.75%-393.8pp | 551.28%-525.3pp |
| Employer contribution / active EE | $7,258 | $5,289+37.2% | $4,936+47.0% | $4,663+55.6% |
| Participant deferral / active EE | $18,275 | $8,429+116.8% | $8,071+126.4% | $6,691+173.2% |
| Admin fee / account holder | $4,701 | $15,050-68.8% | $13,005-63.9% | $13,402-64.9% |