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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 | $67,844 | $202,440-66.5% | $169,390-59.9% | $139,466-51.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 44.87% | 532.36%-487.5pp | 406.07%-361.2pp | 373.66%-328.8pp |
| Employer contribution / active EE | $2,398 | $4,693-48.9% | $4,013-40.2% | $4,754-49.6% |
| Participant deferral / active EE | $8,635 | $6,940+24.4% | $6,222+38.8% | $6,712+28.6% |
| Admin fee / account holder | $548 | $10,722-94.9% | $9,015-93.9% | $11,409-95.2% |