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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 | $64,020 | $160,040-60.0% | $147,096-56.5% | $145,877-56.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 38.12% | 98.49%-60.4pp | 419.75%-381.6pp | 551.28%-513.2pp |
| Employer contribution / active EE | $4,130 | $5,289-21.9% | $4,936-16.3% | $4,663-11.4% |
| Participant deferral / active EE | $7,438 | $8,429-11.8% | $8,071-7.8% | $6,691+11.2% |
| Admin fee / account holder | $723 | $15,050-95.2% | $13,005-94.4% | $13,402-94.6% |