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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 | $50,769 | $108,897-53.4% | $100,378-49.4% | $145,877-65.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 165.10% | 58.17%+106.9pp | 49.41%+115.7pp | 551.28%-386.2pp |
| Employer contribution / active EE | $6,717 | $4,420+52.0% | $3,942+70.4% | $4,663+44.0% |
| Participant deferral / active EE | $9,719 | $8,455+15.0% | $8,087+20.2% | $6,691+45.3% |
| Admin fee / account holder | $321 | $9,690-96.7% | $7,899-95.9% | $13,402-97.6% |