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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 | $53,965 | $72,071-25.1% | $68,368-21.1% | $137,256-60.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 120.78% | 353.14%-232.4pp | 292.57%-171.8pp | 220.34%-99.6pp |
| Employer contribution / active EE | $8,018 | $2,788+187.6% | $2,649+202.7% | $4,156+92.9% |
| Participant deferral / active EE | $4,887 | $4,410+10.8% | $4,123+18.5% | $6,407-23.7% |
| Admin fee / account holder | $17,152 | $5,336+221.5% | $5,150+233.1% | $12,270+39.8% |