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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 | $32,784 | $180,459-81.8% | $154,108-78.7% | $135,380-75.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 196.91% | 888.21%-691.3pp | 735.21%-538.3pp | 519.81%-322.9pp |
| Employer contribution / active EE | $2,919 | $6,035-51.6% | $5,298-44.9% | $4,779-38.9% |
| Participant deferral / active EE | $7,769 | $5,806+33.8% | $5,081+52.9% | $5,609+38.5% |
| Admin fee / account holder | $357 | $16,145-97.8% | $13,411-97.3% | $10,828-96.7% |