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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 | $57,305+37.2% | $86,640-9.2% | $75,173+4.6% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 18.13% | 2674.24%-2656.1pp | 592.52%-574.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $6,715 | $2,316+189.9% | $3,024+122.0% | $2,671+151.4% |
| Participant deferral / active EE | $6,672 | $3,320+101.0% | $4,438+50.3% | $4,126+61.7% |
| Admin fee / account holder | $1,157 | $4,116-71.9% | $5,616-79.4% | $5,651-79.5% |