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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 | $88,583 | $154,754-42.8% | $124,206-28.7% | $138,895-36.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 50.67% | 709.28%-658.6pp | 515.27%-464.6pp | 145.39%-94.7pp |
| Employer contribution / active EE | $9,078 | $4,446+104.2% | $3,540+156.4% | $4,194+116.4% |
| Participant deferral / active EE | $5,212 | $4,621+12.8% | $3,968+31.4% | $6,396-18.5% |
| Admin fee / account holder | $362 | $6,690-94.6% | $5,929-93.9% | $12,562-97.1% |