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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 | $32,579 | $160,070-79.6% | $147,117-77.9% | $145,897-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.07% | 98.69%-58.6pp | 420.54%-380.5pp | 552.29%-512.2pp |
| Employer contribution / active EE | $8,751 | $5,285+65.6% | $4,932+77.4% | $4,663+87.7% |
| Participant deferral / active EE | $7,548 | $8,419-10.3% | $8,065-6.4% | $6,689+12.8% |
| Admin fee / account holder | $2,260 | $15,035-85.0% | $12,993-82.6% | $13,390-83.1% |