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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 | $40,937 | $226,135-81.9% | $182,558-77.6% | $152,909-73.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 33.62% | 192.60%-159.0pp | 148.59%-115.0pp | 345.46%-311.8pp |
| Employer contribution / active EE | $10,898 | $4,979+118.9% | $4,076+167.4% | $4,764+128.8% |
| Participant deferral / active EE | $15,967 | $6,371+150.6% | $5,526+188.9% | $5,851+172.9% |
| Admin fee / account holder | $6,177 | $10,707-42.3% | $8,594-28.1% | $11,601-46.8% |