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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 | $61,499 | $106,005-42.0% | $92,239-33.3% | $147,585-58.3% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 14.45% | 50.05%-35.6pp | 176.29%-161.8pp | 578.58%-564.1pp |
| Employer contribution / active EE | $3,427 | $4,333-20.9% | $3,680-6.9% | $4,876-29.7% |
| Participant deferral / active EE | $3,492 | $4,478-22.0% | $3,897-10.4% | $5,439-35.8% |
| Admin fee / account holder | $4,973 | $6,333-21.5% | $5,194-4.3% | $10,886-54.3% |