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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 | $49,062 | $144,130-66.0% | $117,861-58.4% | $147,586-66.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.37% | 531.20%-521.8pp | 335.11%-325.7pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,629 | $4,897-66.7% | $3,786-57.0% | $4,876-66.6% |
| Participant deferral / active EE | $3,555 | $5,316-33.1% | $4,482-20.7% | $5,439-34.6% |
| Admin fee / account holder | $42,865 | $10,887+293.7% | $8,021+434.4% | $10,886+293.8% |