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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 | $112,657 | $57,330+96.5% | $86,656+30.0% | $75,177+49.9% |
| Participation rate | 87.3% | 63.2%+24.1pp | 71.7%+15.6pp | 67.2%+20.1pp |
| Annual return | 14.97% | 2675.40%-2660.4pp | 593.09%-578.1pp | 160.75%-145.8pp |
| Employer contribution / active EE | $4,766 | $2,316+105.7% | $3,025+57.5% | $2,671+78.4% |
| Participant deferral / active EE | $5,106 | $3,320+53.8% | $4,439+15.0% | $4,126+23.7% |
| Admin fee / account holder | $1,453 | $4,115-64.7% | $5,619-74.1% | $5,651-74.3% |