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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 | $62,359 | $88,754-29.7% | $81,820-23.8% | $145,877-57.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 34.49% | 1031.77%-997.3pp | 777.93%-743.4pp | 551.28%-516.8pp |
| Employer contribution / active EE | $4,264 | $3,085+38.2% | $2,915+46.3% | $4,663-8.6% |
| Participant deferral / active EE | $7,717 | $4,648+66.0% | $4,323+78.5% | $6,691+15.3% |
| Admin fee / account holder | $3,831 | $8,424-54.5% | $7,391-48.2% | $13,402-71.4% |