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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 | $73,138 | $159,934-54.3% | $147,005-50.2% | $145,959-49.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.83% | 98.24%-64.4pp | 418.76%-384.9pp | 561.95%-528.1pp |
| Employer contribution / active EE | $8,945 | $5,287+69.2% | $4,934+81.3% | $4,661+91.9% |
| Participant deferral / active EE | $13,203 | $8,427+56.7% | $8,070+63.6% | $6,689+97.4% |
| Admin fee / account holder | $3,045 | $15,053-79.8% | $13,006-76.6% | $13,398-77.3% |