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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 | $86,573 | $177,353-51.2% | $158,226-45.3% | $198,609-56.4% |
| Participation rate | 81.8% | 77.0%+4.8pp | 74.8%+7.0pp | 82.4%-0.6pp |
| Annual return | 45.25% | 599.50%-554.3pp | 501.41%-456.2pp | 202.70%-157.5pp |
| Employer contribution / active EE | $5,902 | $3,239+82.2% | $2,986+97.7% | $5,055+16.7% |
| Participant deferral / active EE | $10,984 | $4,615+138.0% | $4,317+154.5% | $6,977+57.4% |
| Admin fee / account holder | $38,013 | $10,960+246.8% | $10,217+272.1% | $19,030+99.8% |