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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 | $175,212-55.4% | $149,682-47.8% | $139,427-43.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.66% | 166.63%-128.0pp | 134.35%-95.7pp | 373.27%-334.6pp |
| Employer contribution / active EE | $15,302 | $5,475+179.5% | $4,818+217.6% | $4,752+222.0% |
| Participant deferral / active EE | $5,773 | $6,520-11.5% | $5,681+1.6% | $6,711-14.0% |
| Admin fee / account holder | $5,691 | $16,150-64.8% | $13,210-56.9% | $11,404-50.1% |