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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 | $39,472 | $138,076-71.4% | $123,553-68.1% | $135,380-70.8% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | 402.80% | 153.70%+249.1pp | 119.21%+283.6pp | 519.81%-117.0pp |
| Employer contribution / active EE | $5,338 | $5,152+3.6% | $4,628+15.3% | $4,779+11.7% |
| Participant deferral / active EE | $6,253 | $6,800-8.0% | $6,426-2.7% | $5,609+11.5% |
| Admin fee / account holder | $463 | $10,917-95.8% | $9,284-95.0% | $10,828-95.7% |