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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 | $92,611 | $92,766-0.2% | $82,763+11.9% | $134,545-31.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | 48.39% | 946.97%-898.6pp | 702.45%-654.1pp | 418.37%-370.0pp |
| Employer contribution / active EE | $3,333 | $3,273+1.8% | $3,008+10.8% | $4,742-29.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,489 | $5,978-24.9% | $5,325-15.7% | $11,431-60.7% |