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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 | $41,369 | $96,388-57.1% | $80,627-48.7% | $139,466-70.3% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 58.36% | 1352.08%-1293.7pp | 936.76%-878.4pp | 373.66%-315.3pp |
| Employer contribution / active EE | $4,068 | $3,260+24.8% | $2,723+49.4% | $4,754-14.4% |
| Participant deferral / active EE | $8,751 | $5,224+67.5% | $4,443+97.0% | $6,712+30.4% |
| Admin fee / account holder | $766 | $6,603-88.4% | $5,381-85.8% | $11,409-93.3% |