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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 | $37,382 | $127,296-70.6% | $109,907-66.0% | $167,536-77.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 90.86% | 22.97%+67.9pp | 29.46%+61.4pp | 478.82%-388.0pp |
| Employer contribution / active EE | $2,542 | $3,325-23.5% | $2,844-10.6% | $4,839-47.5% |
| Participant deferral / active EE | $7,246 | $4,513+60.6% | $4,047+79.0% | $6,342+14.2% |
| Admin fee / account holder | $458 | $7,119-93.6% | $6,069-92.4% | $12,315-96.3% |