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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 | $59,499 | $183,988-67.7% | $162,177-63.3% | $152,897-61.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.49% | 150.79%-132.3pp | 115.60%-97.1pp | 345.43%-326.9pp |
| Employer contribution / active EE | $5,576 | $6,370-12.5% | $5,613-0.7% | $4,764+17.1% |
| Participant deferral / active EE | $10,957 | $8,032+36.4% | $7,297+50.2% | $5,851+87.3% |
| Admin fee / account holder | $23,342 | $13,123+77.9% | $10,843+115.3% | $11,599+101.2% |