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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 | $67,288 | $149,040-54.9% | $120,225-44.0% | $137,256-51.0% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 57.83% | 605.68%-547.9pp | 439.23%-381.4pp | 220.34%-162.5pp |
| Employer contribution / active EE | $4,436 | $4,350+2.0% | $3,475+27.6% | $4,156+6.7% |
| Participant deferral / active EE | $6,561 | $4,655+41.0% | $3,999+64.1% | $6,407+2.4% |
| Admin fee / account holder | $363 | $6,348-94.3% | $5,696-93.6% | $12,270-97.0% |