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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 | $64,762 | $165,399-60.8% | $149,745-56.8% | $158,982-59.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 67.80% | 348.34%-280.5pp | 276.72%-208.9pp | 302.99%-235.2pp |
| Employer contribution / active EE | $6,146 | $5,105+20.4% | $4,646+32.3% | $4,763+29.0% |
| Participant deferral / active EE | $8,040 | $7,183+11.9% | $6,843+17.5% | $5,983+34.4% |
| Admin fee / account holder | $312 | $10,811-97.1% | $9,312-96.7% | $11,252-97.2% |