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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 | $66,756 | $48,570+37.4% | $130,660-48.9% | $72,975-8.5% |
| Participation rate | 96.2% | 58.6%+37.7pp | 71.7%+24.5pp | 69.5%+26.7pp |
| Annual return | 25.04% | 38.63%-13.6pp | 1709.29%-1684.3pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,983 | $1,334+48.7% | $4,092-51.5% | $2,440-18.7% |
| Participant deferral / active EE | $4,416 | $2,384+85.2% | $3,603+22.5% | $3,608+22.4% |
| Admin fee / account holder | $1,665 | $3,549-53.1% | $5,463-69.5% | $5,124-67.5% |