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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 | $74,454 | $183,988-59.5% | $162,177-54.1% | $152,897-51.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.36% | 150.79%-127.4pp | 115.60%-92.2pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,639 | $6,370-58.6% | $5,613-53.0% | $4,764-44.6% |
| Participant deferral / active EE | $9,537 | $8,032+18.7% | $7,297+30.7% | $5,851+63.0% |
| Admin fee / account holder | $4,942 | $13,123-62.3% | $10,843-54.4% | $11,599-57.4% |