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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 | $59,046 | $157,304-62.5% | $141,197-58.2% | $152,909-61.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 212.37% | 64.34%+148.0pp | 71.41%+141.0pp | 345.46%-133.1pp |
| Employer contribution / active EE | $7,300 | $5,263+38.7% | $4,736+54.1% | $4,764+53.2% |
| Participant deferral / active EE | $31,865 | $7,111+348.1% | $6,710+374.9% | $5,851+444.6% |
| Admin fee / account holder | $6,070 | $12,126-49.9% | $10,265-40.9% | $11,601-47.7% |