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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 | $65,592 | $121,677-46.1% | $104,625-37.3% | $158,966-58.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 44.37% | 465.58%-421.2pp | 340.60%-296.2pp | 302.95%-258.6pp |
| Employer contribution / active EE | $2,355 | $3,165-25.6% | $2,681-12.2% | $4,762-50.6% |
| Participant deferral / active EE | $8,332 | $4,175+99.6% | $3,738+122.9% | $5,983+39.3% |
| Admin fee / account holder | $845 | $7,777-89.1% | $6,465-86.9% | $11,250-92.5% |