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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 | $61,682 | $175,231-64.8% | $149,696-58.8% | $139,466-55.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 66.75% | 166.77%-100.0pp | 134.46%-67.7pp | 373.66%-306.9pp |
| Employer contribution / active EE | $8,806 | $5,478+60.7% | $4,821+82.7% | $4,754+85.2% |
| Participant deferral / active EE | $4,349 | $6,521-33.3% | $5,682-23.5% | $6,712-35.2% |
| Admin fee / account holder | $379 | $16,155-97.7% | $13,212-97.1% | $11,409-96.7% |