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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 | $61,744 | $88,754-30.4% | $81,820-24.5% | $145,877-57.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 24.77% | 1031.77%-1007.0pp | 777.93%-753.2pp | 551.28%-526.5pp |
| Employer contribution / active EE | $4,722 | $3,085+53.1% | $2,915+62.0% | $4,663+1.3% |
| Participant deferral / active EE | $8,958 | $4,648+92.7% | $4,323+107.2% | $6,691+33.9% |
| Admin fee / account holder | $651 | $8,424-92.3% | $7,391-91.2% | $13,402-95.1% |