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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 | $37,070 | $106,008-65.0% | $92,240-59.8% | $147,586-74.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 15.32% | 50.05%-34.7pp | 176.29%-161.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $6,178 | $4,333+42.6% | $3,680+67.9% | $4,876+26.7% |
| Participant deferral / active EE | $6,344 | $4,478+41.7% | $3,897+62.8% | $5,439+16.6% |
| Admin fee / account holder | $837 | $6,333-86.8% | $5,194-83.9% | $10,886-92.3% |