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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 | $57,444 | $159,934-64.1% | $147,005-60.9% | $145,959-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 43.49% | 98.24%-54.7pp | 418.76%-375.3pp | 561.95%-518.5pp |
| Employer contribution / active EE | $3,998 | $5,287-24.4% | $4,934-19.0% | $4,661-14.2% |
| Participant deferral / active EE | $7,851 | $8,427-6.8% | $8,070-2.7% | $6,689+17.4% |
| Admin fee / account holder | $553 | $15,053-96.3% | $13,006-95.7% | $13,398-95.9% |