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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 | $49,893 | $183,988-72.9% | $162,177-69.2% | $152,897-67.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.28% | 150.79%-133.5pp | 115.60%-98.3pp | 345.43%-328.2pp |
| Employer contribution / active EE | $3,228 | $6,370-49.3% | $5,613-42.5% | $4,764-32.2% |
| Participant deferral / active EE | $5,640 | $8,032-29.8% | $7,297-22.7% | $5,851-3.6% |
| Admin fee / account holder | $303 | $13,123-97.7% | $10,843-97.2% | $11,599-97.4% |