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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 | $73,517 | $107,941-31.9% | $91,994-20.1% | $152,897-51.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 714.77% | 89.28%+625.5pp | 69.04%+645.7pp | 345.43%+369.3pp |
| Employer contribution / active EE | $3,776 | $4,212-10.4% | $3,453+9.3% | $4,764-20.7% |
| Participant deferral / active EE | $13,962 | $6,366+119.3% | $5,924+135.7% | $5,851+138.6% |
| Admin fee / account holder | $1,535 | $10,521-85.4% | $7,744-80.2% | $11,599-86.8% |