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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 | $53,274 | $152,619-65.1% | $125,195-57.4% | $152,909-65.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 167.42% | 54.85%+112.6pp | 43.79%+123.6pp | 345.46%-178.0pp |
| Employer contribution / active EE | $3,487 | $4,947-29.5% | $3,866-9.8% | $4,764-26.8% |
| Participant deferral / active EE | $7,652 | $5,869+30.4% | $4,937+55.0% | $5,851+30.8% |
| Admin fee / account holder | $3,214 | $13,437-76.1% | $9,704-66.9% | $11,601-72.3% |