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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 | $79,941 | $118,695-32.7% | $98,916-19.2% | $158,950-49.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 62.83% | 372.39%-309.6pp | 196.45%-133.6pp | 302.91%-240.1pp |
| Employer contribution / active EE | $3,480 | $3,333+4.4% | $2,689+29.4% | $4,762-26.9% |
| Participant deferral / active EE | $4,889 | $5,088-3.9% | $4,245+15.2% | $5,983-18.3% |
| Admin fee / account holder | $12,910 | $10,132+27.4% | $6,642+94.4% | $11,248+14.8% |