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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 | $33,039 | $160,040-79.4% | $147,096-77.5% | $145,877-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 46.44% | 98.49%-52.1pp | 419.75%-373.3pp | 551.28%-504.8pp |
| Employer contribution / active EE | $4,124 | $5,289-22.0% | $4,936-16.4% | $4,663-11.6% |
| Participant deferral / active EE | $8,779 | $8,429+4.2% | $8,071+8.8% | $6,691+31.2% |
| Admin fee / account holder | $1,856 | $15,050-87.7% | $13,005-85.7% | $13,402-86.2% |