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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 | $49,142 | $159,978-69.3% | $147,041-66.6% | $145,978-66.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.96% | 98.36%-50.4pp | 419.21%-371.2pp | 550.52%-502.6pp |
| Employer contribution / active EE | $3,711 | $5,288-29.8% | $4,935-24.8% | $4,662-20.4% |
| Participant deferral / active EE | $6,609 | $8,429-21.6% | $8,071-18.1% | $6,690-1.2% |
| Admin fee / account holder | $618 | $15,053-95.9% | $13,006-95.3% | $13,400-95.4% |