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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 | $47,922 | $121,701-60.6% | $104,639-54.2% | $158,982-69.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 50.47% | 465.72%-415.2pp | 340.67%-290.2pp | 302.99%-252.5pp |
| Employer contribution / active EE | $2,697 | $3,165-14.8% | $2,682+0.6% | $4,763-43.4% |
| Participant deferral / active EE | $16,818 | $4,176+302.7% | $3,738+349.9% | $5,983+181.1% |
| Admin fee / account holder | $370 | $7,778-95.2% | $6,465-94.3% | $11,252-96.7% |