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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 | $49,647 | $226,105-78.0% | $182,540-72.8% | $152,897-67.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 72.58% | 192.58%-120.0pp | 148.58%-76.0pp | 345.43%-272.8pp |
| Employer contribution / active EE | $2,169 | $4,978-56.4% | $4,076-46.8% | $4,764-54.5% |
| Participant deferral / active EE | $9,556 | $6,370+50.0% | $5,525+72.9% | $5,851+63.3% |
| Admin fee / account holder | $352 | $10,706-96.7% | $8,593-95.9% | $11,599-97.0% |