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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 | $61,892 | $149,040-58.5% | $120,225-48.5% | $137,256-54.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 40.04% | 605.68%-565.6pp | 439.23%-399.2pp | 220.34%-180.3pp |
| Employer contribution / active EE | $4,190 | $4,350-3.7% | $3,475+20.6% | $4,156+0.8% |
| Participant deferral / active EE | $3,735 | $4,655-19.8% | $3,999-6.6% | $6,407-41.7% |
| Admin fee / account holder | $2,288 | $6,348-64.0% | $5,696-59.8% | $12,270-81.4% |