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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 | $37,033 | $176,077-79.0% | $159,455-76.8% | $167,518-77.9% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 13.76% | 331.83%-318.1pp | 263.63%-249.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $4,683 | $5,298-11.6% | $4,830-3.0% | $4,838-3.2% |
| Participant deferral / active EE | $3,939 | $7,751-49.2% | $7,353-46.4% | $6,342-37.9% |
| Admin fee / account holder | $2,964 | $12,556-76.4% | $10,800-72.6% | $12,312-75.9% |