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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 | $26,744 | $175,259-84.7% | $149,723-82.1% | $139,487-80.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 140.46% | 166.82%-26.4pp | 134.50%+6.0pp | 373.84%-233.4pp |
| Employer contribution / active EE | $3,548 | $5,478-35.2% | $4,821-26.4% | $4,755-25.4% |
| Participant deferral / active EE | $4,286 | $6,522-34.3% | $5,682-24.6% | $6,713-36.2% |
| Admin fee / account holder | $624 | $16,158-96.1% | $13,215-95.3% | $11,407-94.5% |