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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 | $43,848 | $160,028-72.6% | $147,080-70.2% | $145,884-69.9% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 383.20% | 98.60%+284.6pp | 420.17%-37.0pp | 551.85%-168.6pp |
| Employer contribution / active EE | $4,957 | $5,286-6.2% | $4,933+0.5% | $4,662+6.3% |
| Participant deferral / active EE | $13,413 | $8,422+59.3% | $8,066+66.3% | $6,690+100.5% |
| Admin fee / account holder | $7,064 | $15,030-53.0% | $12,989-45.6% | $13,392-47.2% |