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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 | $36,801 | $99,011-62.8% | $86,582-57.5% | $147,586-75.1% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 15.57% | 1312.75%-1297.2pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $944 | $3,132-69.9% | $2,839-66.8% | $4,876-80.6% |
| Participant deferral / active EE | $5,871 | $3,972+47.8% | $3,609+62.7% | $5,439+7.9% |
| Admin fee / account holder | $3,125 | $5,709-45.3% | $4,904-36.3% | $10,886-71.3% |