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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 | $56,875 | $51,631+10.2% | $129,397-56.0% | $80,925-29.7% |
| Participation rate | 84.6% | 56.9%+27.7pp | 69.6%+15.0pp | 67.7%+17.0pp |
| Annual return | 49.68% | 20.77%+28.9pp | 9453.98%-9404.3pp | 35.65%+14.0pp |
| Employer contribution / active EE | $2,518 | $1,583+59.1% | $4,154-39.4% | $2,756-8.6% |
| Participant deferral / active EE | $5,807 | $2,670+117.5% | $4,167+39.4% | $4,299+35.1% |
| Admin fee / account holder | $1,874 | $4,309-56.5% | $7,679-75.6% | $6,940-73.0% |