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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 | $88,778-29.8% | $81,844-23.8% | $145,884-57.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 34.49% | 1033.03%-998.5pp | 778.87%-744.4pp | 551.85%-517.4pp |
| Employer contribution / active EE | $4,264 | $3,087+38.1% | $2,916+46.2% | $4,662-8.5% |
| Participant deferral / active EE | $7,717 | $4,648+66.0% | $4,323+78.5% | $6,690+15.4% |
| Admin fee / account holder | $3,831 | $8,430-54.6% | $7,355-47.9% | $13,392-71.4% |