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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 | $66,392 | $217,432-69.5% | $185,849-64.3% | $167,536-60.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.50% | 148.42%-114.9pp | 122.10%-88.6pp | 478.82%-445.3pp |
| Employer contribution / active EE | $2,342 | $5,875-60.1% | $5,169-54.7% | $4,839-51.6% |
| Participant deferral / active EE | $5,943 | $6,357-6.5% | $5,569+6.7% | $6,342-6.3% |
| Admin fee / account holder | $484 | $19,818-97.6% | $16,244-97.0% | $12,315-96.1% |