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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 | $79,929 | $138,072-42.1% | $123,549-35.3% | $135,382-41.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 19.01% | 153.69%-134.7pp | 119.20%-100.2pp | 519.77%-500.8pp |
| Employer contribution / active EE | $3,826 | $5,152-25.7% | $4,628-17.3% | $4,779-19.9% |
| Participant deferral / active EE | $8,965 | $6,799+31.9% | $6,426+39.5% | $5,609+59.8% |
| Admin fee / account holder | $925 | $10,917-91.5% | $9,284-90.0% | $10,829-91.5% |