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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 | $65,618 | $106,003-38.1% | $92,236-28.9% | $147,585-55.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 826.53% | 50.05%+776.5pp | 176.29%+650.2pp | 578.57%+248.0pp |
| Employer contribution / active EE | $3,963 | $4,333-8.5% | $3,679+7.7% | $4,876-18.7% |
| Participant deferral / active EE | $2,801 | $4,478-37.4% | $3,897-28.1% | $5,439-48.5% |
| Admin fee / account holder | $2,020 | $6,333-68.1% | $5,194-61.1% | $10,885-81.4% |