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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 | $41,131 | $92,766-55.7% | $82,763-50.3% | $134,545-69.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 60.84% | 946.97%-886.1pp | 702.45%-641.6pp | 418.37%-357.5pp |
| Employer contribution / active EE | $823 | $3,273-74.9% | $3,008-72.6% | $4,742-82.6% |
| Participant deferral / active EE | $7,905 | $4,802+64.6% | $4,395+79.9% | $6,401+23.5% |
| Admin fee / account holder | $1,601 | $5,978-73.2% | $5,325-69.9% | $11,431-86.0% |