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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 | $32,352 | $160,040-79.8% | $147,096-78.0% | $145,877-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 49.48% | 98.49%-49.0pp | 419.75%-370.3pp | 551.28%-501.8pp |
| Employer contribution / active EE | $3,615 | $5,289-31.7% | $4,936-26.8% | $4,663-22.5% |
| Participant deferral / active EE | $11,898 | $8,429+41.2% | $8,071+47.4% | $6,691+77.8% |
| Admin fee / account holder | $10,754 | $15,050-28.5% | $13,005-17.3% | $13,402-19.8% |