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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 | $60,226 | $160,070-62.4% | $147,117-59.1% | $145,897-58.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 49.01% | 98.69%-49.7pp | 420.54%-371.5pp | 552.29%-503.3pp |
| Employer contribution / active EE | $2,957 | $5,285-44.0% | $4,932-40.1% | $4,663-36.6% |
| Participant deferral / active EE | $8,885 | $8,419+5.5% | $8,065+10.2% | $6,689+32.8% |
| Admin fee / account holder | $1,229 | $15,035-91.8% | $12,993-90.5% | $13,390-90.8% |