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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 | $60,928 | $99,031-38.5% | $86,597-29.6% | $147,585-58.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 24.36% | 1312.56%-1288.2pp | 964.96%-940.6pp | 578.57%-554.2pp |
| Employer contribution / active EE | $2,402 | $3,132-23.3% | $2,840-15.4% | $4,876-50.7% |
| Participant deferral / active EE | $2,407 | $3,972-39.4% | $3,609-33.3% | $5,439-55.7% |
| Admin fee / account holder | $3,265 | $5,711-42.8% | $4,906-33.5% | $10,885-70.0% |