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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 | $33,050 | $144,124-77.1% | $117,857-72.0% | $147,585-77.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.66% | 531.17%-513.5pp | 335.09%-317.4pp | 578.57%-560.9pp |
| Employer contribution / active EE | $7,942 | $4,897+62.2% | $3,786+109.8% | $4,876+62.9% |
| Participant deferral / active EE | $3,949 | $5,316-25.7% | $4,482-11.9% | $5,439-27.4% |
| Admin fee / account holder | $491 | $10,886-95.5% | $8,020-93.9% | $10,885-95.5% |