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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 | $38,868 | $102,393-62.0% | $147,041-73.6% | $80,911-52.0% |
| Participation rate | 70.4% | 75.9%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 140.90% | 134.95%+5.9pp | 419.21%-278.3pp | 35.63%+105.3pp |
| Employer contribution / active EE | $3,492 | $3,715-6.0% | $4,935-29.2% | $2,756+26.7% |
| Participant deferral / active EE | $8,982 | $6,647+35.1% | $8,071+11.3% | $4,297+109.0% |
| Admin fee / account holder | $4,526 | $7,943-43.0% | $13,006-65.2% | $6,935-34.7% |