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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 | $47,452 | $102,595-53.7% | $94,057-49.5% | $154,746-69.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.32% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,312 | $3,147+37.0% | $2,933+47.0% | $4,379-1.5% |
| Participant deferral / active EE | $6,422 | $5,118+25.5% | $4,709+36.4% | $6,730-4.6% |
| Admin fee / account holder | $2,945 | $7,736-61.9% | $7,244-59.3% | $14,365-79.5% |