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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 | $69,874 | $165,361-57.7% | $149,715-53.3% | $158,950-56.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 84.22% | 348.24%-264.0pp | 276.66%-192.4pp | 302.91%-218.7pp |
| Employer contribution / active EE | $27,726 | $5,103+443.3% | $4,645+496.9% | $4,762+482.2% |
| Participant deferral / active EE | $17,193 | $7,182+139.4% | $6,842+151.3% | $5,983+187.4% |
| Admin fee / account holder | $378 | $10,808-96.5% | $9,310-95.9% | $11,248-96.6% |