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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 | $41,421 | $183,592-77.4% | $155,574-73.4% | $145,877-71.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 199.70% | 61.37%+138.3pp | 64.87%+134.8pp | 551.28%-351.6pp |
| Employer contribution / active EE | $2,334 | $5,317-56.1% | $4,676-50.1% | $4,663-50.0% |
| Participant deferral / active EE | $7,537 | $6,466+16.6% | $5,629+33.9% | $6,691+12.6% |
| Admin fee / account holder | $1,593 | $19,316-91.8% | $15,914-90.0% | $13,402-88.1% |