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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 | $78,646 | $57,312+37.2% | $86,617-9.2% | $75,181+4.6% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 18.13% | 2672.78%-2654.7pp | 591.91%-573.8pp | 160.69%-142.6pp |
| Employer contribution / active EE | $6,715 | $2,315+190.0% | $3,023+122.1% | $2,671+151.4% |
| Participant deferral / active EE | $6,672 | $3,319+101.0% | $4,437+50.4% | $4,126+61.7% |
| Admin fee / account holder | $1,157 | $4,114-71.9% | $5,613-79.4% | $5,650-79.5% |