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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 | $37,230 | $157,296-76.3% | $141,191-73.6% | $152,897-75.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 506.55% | 64.34%+442.2pp | 71.41%+435.1pp | 345.43%+161.1pp |
| Employer contribution / active EE | $2,148 | $5,262-59.2% | $4,736-54.6% | $4,764-54.9% |
| Participant deferral / active EE | $9,175 | $7,111+29.0% | $6,710+36.7% | $5,851+56.8% |
| Admin fee / account holder | $734 | $12,125-93.9% | $10,264-92.9% | $11,599-93.7% |