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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 | $52,062 | $202,342-74.3% | $172,753-69.9% | $152,909-66.0% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.5%-4.2pp |
| Annual return | 36.51% | 1029.88%-993.4pp | 803.00%-766.5pp | 345.46%-309.0pp |
| Employer contribution / active EE | $1,688 | $5,857-71.2% | $5,144-67.2% | $4,764-64.6% |
| Participant deferral / active EE | $4,523 | $5,948-24.0% | $5,198-13.0% | $5,851-22.7% |
| Admin fee / account holder | $33,140 | $17,112+93.7% | $13,956+137.5% | $11,601+185.7% |