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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 | $77,637 | $124,980-37.9% | $108,359-28.4% | $154,746-49.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 650.72% | 45.00%+605.7pp | 36.89%+613.8pp | 172.34%+478.4pp |
| Employer contribution / active EE | $4,632 | $2,851+62.5% | $2,399+93.1% | $4,379+5.8% |
| Participant deferral / active EE | $3,636 | $4,743-23.3% | $4,137-12.1% | $6,730-46.0% |
| Admin fee / account holder | $2,084 | $11,502-81.9% | $9,741-78.6% | $14,365-85.5% |