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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 | $76,240 | $160,028-52.4% | $147,080-48.2% | $145,884-47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.83% | 98.60%-55.8pp | 420.17%-377.3pp | 551.85%-509.0pp |
| Employer contribution / active EE | $2,416 | $5,286-54.3% | $4,933-51.0% | $4,662-48.2% |
| Participant deferral / active EE | $8,113 | $8,422-3.7% | $8,066+0.6% | $6,690+21.3% |
| Admin fee / account holder | $1,449 | $15,030-90.4% | $12,989-88.8% | $13,392-89.2% |