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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 | $49,764 | $96,419-48.4% | $80,648-38.3% | $139,487-64.3% |
| Participation rate | 94.4% | 73.6%+20.8pp | 67.0%+27.4pp | 80.3%+14.1pp |
| Annual return | 64.74% | 1352.86%-1288.1pp | 937.21%-872.5pp | 373.84%-309.1pp |
| Employer contribution / active EE | $775 | $3,261-76.3% | $2,724-71.6% | $4,755-83.7% |
| Participant deferral / active EE | $7,953 | $5,225+52.2% | $4,443+79.0% | $6,713+18.5% |
| Admin fee / account holder | $1,111 | $6,605-83.2% | $5,382-79.4% | $11,407-90.3% |