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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 | $39,367 | $160,070-75.4% | $147,117-73.2% | $145,897-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,539 | $5,285-52.0% | $4,932-48.5% | $4,663-45.5% |
| Participant deferral / active EE | $7,185 | $8,419-14.7% | $8,065-10.9% | $6,689+7.4% |
| Admin fee / account holder | $3,964 | $15,035-73.6% | $12,993-69.5% | $13,390-70.4% |