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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 | $44,191 | $99,017-55.4% | $86,587-49.0% | $147,585-70.1% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 19.61% | 1312.37%-1292.8pp | 964.86%-945.3pp | 578.56%-559.0pp |
| Employer contribution / active EE | $5,323 | $3,132+70.0% | $2,839+87.5% | $4,876+9.2% |
| Participant deferral / active EE | $4,830 | $3,972+21.6% | $3,609+33.9% | $5,439-11.2% |
| Admin fee / account holder | $7,793 | $5,710+36.5% | $4,906+58.9% | $10,885-28.4% |