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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 | $40,199 | $88,754-54.7% | $81,820-50.9% | $145,877-72.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 17.70% | 1031.77%-1014.1pp | 777.93%-760.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $4,639 | $3,085+50.4% | $2,915+59.1% | $4,663-0.5% |
| Participant deferral / active EE | $5,926 | $4,648+27.5% | $4,323+37.1% | $6,691-11.4% |
| Admin fee / account holder | $488 | $8,424-94.2% | $7,391-93.4% | $13,402-96.4% |