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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 | $69,115 | $176,120-60.8% | $159,487-56.7% | $167,553-58.8% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 54.11% | 331.95%-277.8pp | 263.71%-209.6pp | 478.89%-424.8pp |
| Employer contribution / active EE | $1,773 | $5,299-66.5% | $4,831-63.3% | $4,840-63.4% |
| Participant deferral / active EE | $10,889 | $7,752+40.5% | $7,354+48.1% | $6,343+71.7% |
| Admin fee / account holder | $1,776 | $12,561-85.9% | $10,804-83.6% | $12,316-85.6% |