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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 | $34,940 | $176,120-80.2% | $159,487-78.1% | $167,553-79.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 71.03% | 331.95%-260.9pp | 263.71%-192.7pp | 478.89%-407.9pp |
| Employer contribution / active EE | $4,039 | $5,299-23.8% | $4,831-16.4% | $4,840-16.5% |
| Participant deferral / active EE | $6,632 | $7,752-14.4% | $7,354-9.8% | $6,343+4.6% |
| Admin fee / account holder | $3,764 | $12,561-70.0% | $10,804-65.2% | $12,316-69.4% |