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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 | $39,729 | $160,040-75.2% | $147,096-73.0% | $145,877-72.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 79.05% | 98.49%-19.4pp | 419.75%-340.7pp | 551.28%-472.2pp |
| Employer contribution / active EE | $3,708 | $5,289-29.9% | $4,936-24.9% | $4,663-20.5% |
| Participant deferral / active EE | $6,428 | $8,429-23.7% | $8,071-20.4% | $6,691-3.9% |
| Admin fee / account holder | $1,064 | $15,050-92.9% | $13,005-91.8% | $13,402-92.1% |