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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 | $159,934-62.3% | $147,005-59.0% | $145,959-58.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 49.01% | 98.24%-49.2pp | 418.76%-369.8pp | 561.95%-512.9pp |
| Employer contribution / active EE | $2,957 | $5,287-44.1% | $4,934-40.1% | $4,661-36.6% |
| Participant deferral / active EE | $8,885 | $8,427+5.4% | $8,070+10.1% | $6,689+32.8% |
| Admin fee / account holder | $1,229 | $15,053-91.8% | $13,006-90.6% | $13,398-90.8% |