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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 | $37,616 | $114,073-67.0% | $96,161-60.9% | $167,518-77.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 34.09% | 189.95%-155.9pp | 192.01%-157.9pp | 478.71%-444.6pp |
| Employer contribution / active EE | $7,163 | $3,428+108.9% | $2,798+156.0% | $4,838+48.0% |
| Participant deferral / active EE | $5,568 | $5,195+7.2% | $4,349+28.0% | $6,342-12.2% |
| Admin fee / account holder | $2,648 | $6,899-61.6% | $5,538-52.2% | $12,312-78.5% |