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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 | $88,754-39.0% | $81,820-33.8% | $145,877-62.9% |
| Participation rate | 94.7% | 75.1%+19.7pp | 72.4%+22.4pp | 80.3%+14.4pp |
| Annual return | 35.44% | 1031.77%-996.3pp | 777.93%-742.5pp | 551.28%-515.8pp |
| Employer contribution / active EE | $5,393 | $3,085+74.8% | $2,915+85.0% | $4,663+15.7% |
| Participant deferral / active EE | $10,360 | $4,648+122.9% | $4,323+139.7% | $6,691+54.8% |
| Admin fee / account holder | $2,606 | $8,424-69.1% | $7,391-64.7% | $13,402-80.6% |