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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 | $54,174 | $88,815-39.0% | $81,882-33.8% | $145,897-62.9% |
| Participation rate | 94.7% | 75.1%+19.7pp | 72.4%+22.3pp | 80.3%+14.4pp |
| Annual return | 35.44% | 1033.75%-998.3pp | 779.47%-744.0pp | 552.29%-516.9pp |
| Employer contribution / active EE | $5,393 | $3,086+74.7% | $2,916+84.9% | $4,663+15.7% |
| Participant deferral / active EE | $10,360 | $4,647+122.9% | $4,323+139.6% | $6,689+54.9% |
| Admin fee / account holder | $2,606 | $8,434-69.1% | $7,360-64.6% | $13,390-80.5% |