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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 | $37,168 | $198,461-81.3% | $170,436-78.2% | $147,585-74.8% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 80.50% | 257.30%-176.8pp | 205.94%-125.4pp | 578.57%-498.1pp |
| Employer contribution / active EE | $7,058 | $6,184+14.1% | $5,433+29.9% | $4,876+44.7% |
| Participant deferral / active EE | $4,399 | $5,629-21.9% | $4,939-10.9% | $5,439-19.1% |
| Admin fee / account holder | $1,179 | $16,852-93.0% | $13,880-91.5% | $10,885-89.2% |