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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 | $31,916 | $160,040-80.1% | $147,096-78.3% | $145,877-78.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 36.28% | 98.49%-62.2pp | 419.75%-383.5pp | 551.28%-515.0pp |
| Employer contribution / active EE | $2,388 | $5,289-54.8% | $4,936-51.6% | $4,663-48.8% |
| Participant deferral / active EE | $3,557 | $8,429-57.8% | $8,071-55.9% | $6,691-46.8% |
| Admin fee / account holder | $2,693 | $15,050-82.1% | $13,005-79.3% | $13,402-79.9% |