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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 | $67,358 | $176,120-61.8% | $159,487-57.8% | $167,553-59.8% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 85.62% | 331.95%-246.3pp | 263.71%-178.1pp | 478.89%-393.3pp |
| Employer contribution / active EE | $9,364 | $5,299+76.7% | $4,831+93.8% | $4,840+93.5% |
| Participant deferral / active EE | $6,151 | $7,752-20.7% | $7,354-16.4% | $6,343-3.0% |
| Admin fee / account holder | $439 | $12,561-96.5% | $10,804-95.9% | $12,316-96.4% |