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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 | $91,350 | $129,737-29.6% | $119,126-23.3% | $154,746-41.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 47.90% | 379.08%-331.2pp | 282.11%-234.2pp | 172.34%-124.4pp |
| Employer contribution / active EE | $3,042 | $4,375-30.5% | $4,034-24.6% | $4,379-30.5% |
| Participant deferral / active EE | $12,501 | $5,842+114.0% | $5,318+135.1% | $6,730+85.7% |
| Admin fee / account holder | $1,691 | $11,961-85.9% | $10,693-84.2% | $14,365-88.2% |