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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 | $47,523 | $115,814-59.0% | $101,275-53.1% | $158,982-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 393.50% | 56.16%+337.3pp | 46.48%+347.0pp | 302.99%+90.5pp |
| Employer contribution / active EE | $5,189 | $4,176+24.3% | $3,660+41.8% | $4,763+9.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,742 | $7,249-76.0% | $5,948-70.7% | $11,252-84.5% |