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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 | $39,888 | $88,754-55.1% | $81,820-51.2% | $145,877-72.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 71.98% | 1031.77%-959.8pp | 777.93%-706.0pp | 551.28%-479.3pp |
| Employer contribution / active EE | $1,513 | $3,085-51.0% | $2,915-48.1% | $4,663-67.5% |
| Participant deferral / active EE | $3,525 | $4,648-24.2% | $4,323-18.5% | $6,691-47.3% |
| Admin fee / account holder | $2,436 | $8,424-71.1% | $7,391-67.0% | $13,402-81.8% |