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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 | $72,258 | $176,077-59.0% | $159,455-54.7% | $167,518-56.9% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 45.18% | 331.83%-286.7pp | 263.63%-218.4pp | 478.71%-433.5pp |
| Employer contribution / active EE | $7,778 | $5,298+46.8% | $4,830+61.0% | $4,838+60.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,034 | $12,556-67.9% | $10,800-62.6% | $12,312-67.2% |