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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 | $46,646 | $184,000-74.6% | $162,185-71.2% | $152,909-69.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.22% | 150.80%-120.6pp | 115.61%-85.4pp | 345.46%-315.2pp |
| Employer contribution / active EE | $2,656 | $6,370-58.3% | $5,613-52.7% | $4,764-44.2% |
| Participant deferral / active EE | $6,668 | $8,033-17.0% | $7,297-8.6% | $5,851+14.0% |
| Admin fee / account holder | $4,622 | $13,124-64.8% | $10,844-57.4% | $11,601-60.2% |