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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 | $123,155-37.0% | $108,753-28.6% | $155,188-50.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 650.72% | 44.73%+606.0pp | 37.47%+613.2pp | 148.84%+501.9pp |
| Employer contribution / active EE | $4,632 | $2,811+64.8% | $2,427+90.9% | $4,248+9.1% |
| Participant deferral / active EE | $3,636 | $4,623-21.4% | $4,115-11.6% | $6,531-44.3% |
| Admin fee / account holder | $2,084 | $12,126-82.8% | $10,320-79.8% | $14,480-85.6% |