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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 | $70,273 | $88,815-20.9% | $81,882-14.2% | $145,897-51.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 32.01% | 1033.75%-1001.7pp | 779.47%-747.5pp | 552.29%-520.3pp |
| Employer contribution / active EE | $21,384 | $3,086+592.9% | $2,916+633.3% | $4,663+358.6% |
| Participant deferral / active EE | $4,865 | $4,647+4.7% | $4,323+12.5% | $6,689-27.3% |
| Admin fee / account holder | $27,104 | $8,434+221.3% | $7,360+268.3% | $13,390+102.4% |