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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 | $68,917 | $184,000-62.5% | $162,185-57.5% | $152,909-54.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.09% | 150.80%-130.7pp | 115.61%-95.5pp | 345.46%-325.4pp |
| Employer contribution / active EE | $5,678 | $6,370-10.9% | $5,613+1.2% | $4,764+19.2% |
| Participant deferral / active EE | $3,443 | $8,033-57.1% | $7,297-52.8% | $5,851-41.2% |
| Admin fee / account holder | $699 | $13,124-94.7% | $10,844-93.6% | $11,601-94.0% |