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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 | $45,234 | $234,190-80.7% | $180,320-74.9% | $198,609-77.2% |
| Participation rate | 88.2% | 77.1%+11.1pp | 71.5%+16.7pp | 82.4%+5.9pp |
| Annual return | 40.07% | 1057.44%-1017.4pp | 778.54%-738.5pp | 202.70%-162.6pp |
| Employer contribution / active EE | $3,465 | $5,258-34.1% | $4,108-15.6% | $5,055-31.5% |
| Participant deferral / active EE | $4,700 | $4,988-5.8% | $4,304+9.2% | $6,977-32.6% |
| Admin fee / account holder | $5,322 | $12,558-57.6% | $10,000-46.8% | $19,030-72.0% |