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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 | $34,438 | $165,381-79.2% | $149,730-77.0% | $158,966-78.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 97.76% | 348.29%-250.5pp | 276.70%-178.9pp | 302.95%-205.2pp |
| Employer contribution / active EE | $7,357 | $5,104+44.1% | $4,645+58.4% | $4,762+54.5% |
| Participant deferral / active EE | $9,611 | $7,182+33.8% | $6,843+40.5% | $5,983+60.6% |
| Admin fee / account holder | $634 | $10,809-94.1% | $9,310-93.2% | $11,250-94.4% |