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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 | $52,619 | $102,595-48.7% | $94,057-44.1% | $154,746-66.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 20.64% | 583.42%-562.8pp | 480.62%-460.0pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,452 | $3,147+41.5% | $2,933+51.8% | $4,379+1.7% |
| Participant deferral / active EE | $7,749 | $5,118+51.4% | $4,709+64.5% | $6,730+15.1% |
| Admin fee / account holder | $385 | $7,736-95.0% | $7,244-94.7% | $14,365-97.3% |