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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 | $70,932 | $138,075-48.6% | $123,552-42.6% | $135,379-47.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 44.73% | 153.70%-109.0pp | 119.20%-74.5pp | 519.79%-475.1pp |
| Employer contribution / active EE | $3,669 | $5,152-28.8% | $4,628-20.7% | $4,779-23.2% |
| Participant deferral / active EE | $7,270 | $6,800+6.9% | $6,426+13.1% | $5,609+29.6% |
| Admin fee / account holder | $52,578 | $10,917+381.6% | $9,285+466.3% | $10,828+385.6% |