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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 | $56,319 | $160,070-64.8% | $147,117-61.7% | $145,897-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 63.95% | 98.69%-34.7pp | 420.54%-356.6pp | 552.29%-488.3pp |
| Employer contribution / active EE | $6,564 | $5,285+24.2% | $4,932+33.1% | $4,663+40.8% |
| Participant deferral / active EE | $15,497 | $8,419+84.1% | $8,065+92.2% | $6,689+131.7% |
| Admin fee / account holder | $6,230 | $15,035-58.6% | $12,993-52.0% | $13,390-53.5% |