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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 | $86,642 | $209,888-58.7% | $189,545-54.3% | $167,553-48.3% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 59.30% | 748.66%-689.4pp | 555.36%-496.1pp | 478.89%-419.6pp |
| Employer contribution / active EE | $2,656 | $6,915-61.6% | $6,162-56.9% | $4,840-45.1% |
| Participant deferral / active EE | $7,479 | $8,934-16.3% | $8,220-9.0% | $6,343+17.9% |
| Admin fee / account holder | $2,877 | $14,300-79.9% | $12,049-76.1% | $12,316-76.6% |