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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 | $21,862 | $175,231-87.5% | $149,696-85.4% | $139,466-84.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 47.24% | 166.77%-119.5pp | 134.46%-87.2pp | 373.66%-326.4pp |
| Employer contribution / active EE | $5,330 | $5,478-2.7% | $4,821+10.6% | $4,754+12.1% |
| Participant deferral / active EE | $11,769 | $6,521+80.5% | $5,682+107.1% | $6,712+75.4% |
| Admin fee / account holder | $1,351 | $16,155-91.6% | $13,212-89.8% | $11,409-88.2% |