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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 | $65,088 | $198,457-67.2% | $170,435-61.8% | $147,586-55.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 55.44% | 257.30%-201.9pp | 205.94%-150.5pp | 578.59%-523.2pp |
| Employer contribution / active EE | $4,625 | $6,183-25.2% | $5,432-14.9% | $4,876-5.2% |
| Participant deferral / active EE | $6,404 | $5,629+13.8% | $4,939+29.7% | $5,439+17.7% |
| Admin fee / account holder | $1,417 | $16,852-91.6% | $13,881-89.8% | $10,886-87.0% |