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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 | $103,584 | $176,120-41.2% | $159,487-35.1% | $167,553-38.2% |
| Participation rate | 95.2% | 85.0%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 59.08% | 331.95%-272.9pp | 263.71%-204.6pp | 478.89%-419.8pp |
| Employer contribution / active EE | $3,260 | $5,299-38.5% | $4,831-32.5% | $4,840-32.6% |
| Participant deferral / active EE | $5,658 | $7,752-27.0% | $7,354-23.1% | $6,343-10.8% |
| Admin fee / account holder | $2,762 | $12,561-78.0% | $10,804-74.4% | $12,316-77.6% |