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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 | $40,397 | $184,000-78.0% | $162,185-75.1% | $152,909-73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 41.77% | 150.80%-109.0pp | 115.61%-73.8pp | 345.46%-303.7pp |
| Employer contribution / active EE | $3,379 | $6,370-47.0% | $5,613-39.8% | $4,764-29.1% |
| Participant deferral / active EE | $6,324 | $8,033-21.3% | $7,297-13.3% | $5,851+8.1% |
| Admin fee / account holder | $1,483 | $13,124-88.7% | $10,844-86.3% | $11,601-87.2% |