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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 | $55,690 | $129,737-57.1% | $119,126-53.3% | $154,746-64.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 86.51% | 379.08%-292.6pp | 282.11%-195.6pp | 172.34%-85.8pp |
| Employer contribution / active EE | $13,795 | $4,375+215.3% | $4,034+242.0% | $4,379+215.0% |
| Participant deferral / active EE | $5,367 | $5,842-8.1% | $5,318+0.9% | $6,730-20.3% |
| Admin fee / account holder | $8,460 | $11,961-29.3% | $10,693-20.9% | $14,365-41.1% |