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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 | $46,621 | $76,522-39.1% | $56,033-16.8% | $145,884-68.0% |
| Participation rate | 88.2% | 63.2%+25.0pp | 52.5%+35.7pp | 80.3%+7.9pp |
| Annual return | 9.20% | 3014.28%-3005.1pp | 1711.38%-1702.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $4,161 | $1,382+201.0% | $1,041+299.8% | $4,662-10.7% |
| Participant deferral / active EE | $3,325 | $2,624+26.7% | $1,954+70.2% | $6,690-50.3% |
| Admin fee / account holder | $2,625 | $3,328-21.1% | $2,827-7.1% | $13,392-80.4% |