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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 | $29,296 | $138,076-78.8% | $123,553-76.3% | $135,380-78.4% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | 39.79% | 153.70%-113.9pp | 119.21%-79.4pp | 519.81%-480.0pp |
| Employer contribution / active EE | $2,532 | $5,152-50.8% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $4,309 | $6,800-36.6% | $6,426-32.9% | $5,609-23.2% |
| Admin fee / account holder | $1,953 | $10,917-82.1% | $9,284-79.0% | $10,828-82.0% |