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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 | $61,819 | $176,105-64.9% | $159,474-61.2% | $167,536-63.1% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 50.10% | 331.91%-281.8pp | 263.68%-213.6pp | 478.82%-428.7pp |
| Employer contribution / active EE | $3,087 | $5,299-41.7% | $4,831-36.1% | $4,839-36.2% |
| Participant deferral / active EE | $7,264 | $7,751-6.3% | $7,353-1.2% | $6,342+14.5% |
| Admin fee / account holder | $980 | $12,559-92.2% | $10,802-90.9% | $12,315-92.0% |