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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 | $37,397 | $165,361-77.4% | $149,715-75.0% | $158,950-76.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 52.55% | 348.24%-295.7pp | 276.66%-224.1pp | 302.91%-250.4pp |
| Employer contribution / active EE | $1,775 | $5,103-65.2% | $4,645-61.8% | $4,762-62.7% |
| Participant deferral / active EE | $19,448 | $7,182+170.8% | $6,842+184.2% | $5,983+225.1% |
| Admin fee / account holder | $432 | $10,808-96.0% | $9,310-95.4% | $11,248-96.2% |