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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 | $36,879 | $175,231-79.0% | $149,696-75.4% | $139,466-73.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 49.84% | 166.77%-116.9pp | 134.46%-84.6pp | 373.66%-323.8pp |
| Employer contribution / active EE | $4,469 | $5,478-18.4% | $4,821-7.3% | $4,754-6.0% |
| Participant deferral / active EE | $7,136 | $6,521+9.4% | $5,682+25.6% | $6,712+6.3% |
| Admin fee / account holder | $316 | $16,155-98.0% | $13,212-97.6% | $11,409-97.2% |