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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 | $46,671 | $159,934-70.8% | $147,005-68.3% | $145,959-68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,800 | $5,287-28.1% | $4,934-23.0% | $4,661-18.5% |
| Participant deferral / active EE | $5,209 | $8,427-38.2% | $8,070-35.5% | $6,689-22.1% |
| Admin fee / account holder | $3,224 | $15,053-78.6% | $13,006-75.2% | $13,398-75.9% |