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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 | $58,339 | $202,342-71.2% | $172,753-66.2% | $152,909-61.8% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.5%-0.1pp |
| Annual return | 105.69% | 1029.88%-924.2pp | 803.00%-697.3pp | 345.46%-239.8pp |
| Employer contribution / active EE | $8,614 | $5,857+47.1% | $5,144+67.5% | $4,764+80.8% |
| Participant deferral / active EE | $2,874 | $5,948-51.7% | $5,198-44.7% | $5,851-50.9% |
| Admin fee / account holder | $1,635 | $17,112-90.4% | $13,956-88.3% | $11,601-85.9% |