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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 | $74,018 | $149,040-50.3% | $120,225-38.4% | $137,256-46.1% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 13.33% | 605.68%-592.3pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,248 | $4,350-25.3% | $3,475-6.5% | $4,156-21.8% |
| Participant deferral / active EE | $3,781 | $4,655-18.8% | $3,999-5.5% | $6,407-41.0% |
| Admin fee / account holder | $1,839 | $6,348-71.0% | $5,696-67.7% | $12,270-85.0% |