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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 | $54,701 | $165,399-66.9% | $149,745-63.5% | $158,982-65.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 79.79% | 348.34%-268.5pp | 276.72%-196.9pp | 302.99%-223.2pp |
| Employer contribution / active EE | $26,317 | $5,105+415.5% | $4,646+466.5% | $4,763+452.5% |
| Participant deferral / active EE | $10,255 | $7,183+42.8% | $6,843+49.9% | $5,983+71.4% |
| Admin fee / account holder | $1,288 | $10,811-88.1% | $9,312-86.2% | $11,252-88.6% |