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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 | $42,319 | $159,934-73.5% | $147,005-71.2% | $145,959-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.04% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $6,751 | $5,287+27.7% | $4,934+36.8% | $4,661+44.8% |
| Participant deferral / active EE | $12,156 | $8,427+44.2% | $8,070+50.6% | $6,689+81.7% |
| Admin fee / account holder | $3,873 | $15,053-74.3% | $13,006-70.2% | $13,398-71.1% |