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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 | $35,031 | $159,934-78.1% | $147,005-76.2% | $145,959-76.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 191.32% | 98.24%+93.1pp | 418.76%-227.4pp | 561.95%-370.6pp |
| Employer contribution / active EE | $2,087 | $5,287-60.5% | $4,934-57.7% | $4,661-55.2% |
| Participant deferral / active EE | $5,158 | $8,427-38.8% | $8,070-36.1% | $6,689-22.9% |
| Admin fee / account holder | $742 | $15,053-95.1% | $13,006-94.3% | $13,398-94.5% |