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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 | $33,039 | $159,978-79.3% | $147,041-77.5% | $145,978-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 46.44% | 98.36%-51.9pp | 419.21%-372.8pp | 550.52%-504.1pp |
| Employer contribution / active EE | $4,124 | $5,288-22.0% | $4,935-16.4% | $4,662-11.5% |
| Participant deferral / active EE | $8,779 | $8,429+4.2% | $8,071+8.8% | $6,690+31.2% |
| Admin fee / account holder | $1,856 | $15,053-87.7% | $13,006-85.7% | $13,400-86.2% |