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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 | $38,063 | $88,710-57.1% | $81,783-53.5% | $145,959-73.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 16.86% | 1027.26%-1010.4pp | 775.05%-758.2pp | 561.95%-545.1pp |
| Employer contribution / active EE | $4,990 | $3,083+61.9% | $2,913+71.3% | $4,661+7.1% |
| Participant deferral / active EE | $9,871 | $4,645+112.5% | $4,320+128.5% | $6,689+47.6% |
| Admin fee / account holder | $52,013 | $8,407+518.7% | $7,380+604.8% | $13,398+288.2% |