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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 | $51,765 | $98,776-47.6% | $149,745-65.4% | $79,856-35.2% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 149.44% | 27.38%+122.1pp | 276.72%-127.3pp | 31.71%+117.7pp |
| Employer contribution / active EE | $3,548 | $3,217+10.3% | $4,646-23.6% | $2,471+43.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,348 | $6,053-61.2% | $9,312-74.8% | $5,306-55.8% |