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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 | $83,481 | $70,587+18.3% | $124,693-33.1% | $85,856-2.8% |
| Participation rate | 96.3% | 64.4%+31.9pp | 74.6%+21.7pp | 69.3%+27.0pp |
| Annual return | 14.61% | 20688.83%-20674.2pp | 5144.19%-5129.6pp | 318.58%-304.0pp |
| Employer contribution / active EE | $6,337 | $1,913+231.2% | $3,324+90.6% | $2,565+147.1% |
| Participant deferral / active EE | $6,103 | $2,969+105.6% | $4,615+32.3% | $3,952+54.4% |
| Admin fee / account holder | $1,493 | $5,282-71.7% | $7,494-80.1% | $6,261-76.2% |