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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 | $55,565 | $102,595-45.8% | $94,057-40.9% | $154,746-64.1% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 19.61% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $4,225 | $3,147+34.2% | $2,933+44.0% | $4,379-3.5% |
| Participant deferral / active EE | $9,490 | $5,118+85.4% | $4,709+101.5% | $6,730+41.0% |
| Admin fee / account holder | $328 | $7,736-95.8% | $7,244-95.5% | $14,365-97.7% |