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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 | $63,487 | $72,465-12.4% | $67,575-6.0% | $145,884-56.5% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 14.99% | 7222.56%-7207.6pp | 3528.98%-3514.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $6,084 | $3,074+97.9% | $2,736+122.4% | $4,662+30.5% |
| Participant deferral / active EE | $2,581 | $4,786-46.1% | $4,003-35.5% | $6,690-61.4% |
| Admin fee / account holder | $2,032 | $5,515-63.2% | $3,993-49.1% | $13,392-84.8% |