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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 | $61,789 | $65,566-5.8% | $86,235-28.3% | $75,177-17.8% |
| Participation rate | 97.3% | 60.5%+36.8pp | 69.0%+28.3pp | 67.2%+30.1pp |
| Annual return | 21.06% | 46.07%-25.0pp | 1170.03%-1149.0pp | 160.75%-139.7pp |
| Employer contribution / active EE | $4,046 | $1,553+160.5% | $2,381+69.9% | $2,671+51.5% |
| Participant deferral / active EE | $2,563 | $3,023-15.2% | $3,987-35.7% | $4,126-37.9% |
| Admin fee / account holder | $4,660 | $5,470-14.8% | $6,856-32.0% | $5,651-17.5% |