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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 | $43,400 | $175,257-75.2% | $149,717-71.0% | $139,456-68.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 76.04% | 166.70%-90.7pp | 134.41%-58.4pp | 373.45%-297.4pp |
| Employer contribution / active EE | $7,118 | $5,477+30.0% | $4,820+47.7% | $4,753+49.8% |
| Participant deferral / active EE | $15,888 | $6,521+143.6% | $5,682+179.6% | $6,711+136.7% |
| Admin fee / account holder | $1,606 | $16,156-90.1% | $13,213-87.8% | $11,407-85.9% |