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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 | $160,040-54.3% | $147,096-50.3% | $145,877-49.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.83% | 98.49%-64.7pp | 419.75%-385.9pp | 551.28%-517.5pp |
| Employer contribution / active EE | $8,945 | $5,289+69.1% | $4,936+81.2% | $4,663+91.8% |
| Participant deferral / active EE | $13,203 | $8,429+56.6% | $8,071+63.6% | $6,691+97.3% |
| Admin fee / account holder | $3,045 | $15,050-79.8% | $13,005-76.6% | $13,402-77.3% |