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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 | $79,536 | $65,434+21.6% | $98,483-19.2% | $85,847-7.4% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.3%+19.6pp |
| Annual return | 28.62% | 21.75%+6.9pp | 1494.38%-1465.8pp | 318.61%-290.0pp |
| Employer contribution / active EE | $3,305 | $2,169+52.4% | $2,961+11.6% | $2,565+28.9% |
| Participant deferral / active EE | $4,918 | $3,168+55.3% | $4,276+15.0% | $3,952+24.4% |
| Admin fee / account holder | $3,678 | $4,595-20.0% | $5,953-38.2% | $6,261-41.3% |