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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 | $78,163 | $175,259-55.4% | $149,723-47.8% | $139,487-44.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.66% | 166.82%-128.2pp | 134.50%-95.8pp | 373.84%-335.2pp |
| Employer contribution / active EE | $15,302 | $5,478+179.3% | $4,821+217.4% | $4,755+221.8% |
| Participant deferral / active EE | $5,773 | $6,522-11.5% | $5,682+1.6% | $6,713-14.0% |
| Admin fee / account holder | $5,691 | $16,158-64.8% | $13,215-56.9% | $11,407-50.1% |