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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 | $44,547 | $160,040-72.2% | $147,096-69.7% | $145,877-69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 43.89% | 98.49%-54.6pp | 419.75%-375.9pp | 551.28%-507.4pp |
| Employer contribution / active EE | $4,745 | $5,289-10.3% | $4,936-3.9% | $4,663+1.8% |
| Participant deferral / active EE | $7,928 | $8,429-5.9% | $8,071-1.8% | $6,691+18.5% |
| Admin fee / account holder | $13,979 | $15,050-7.1% | $13,005+7.5% | $13,402+4.3% |