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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 | $35,862 | $121,701-70.5% | $104,639-65.7% | $158,982-77.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 96.48% | 465.72%-369.2pp | 340.67%-244.2pp | 302.99%-206.5pp |
| Employer contribution / active EE | $2,995 | $3,165-5.4% | $2,682+11.7% | $4,763-37.1% |
| Participant deferral / active EE | $5,581 | $4,176+33.6% | $3,738+49.3% | $5,983-6.7% |
| Admin fee / account holder | $2,333 | $7,778-70.0% | $6,465-63.9% | $11,252-79.3% |