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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 | $47,671 | $57,330-16.8% | $86,656-45.0% | $75,177-36.6% |
| Participation rate | 70.0% | 63.2%+6.8pp | 71.7%-1.7pp | 67.2%+2.8pp |
| Annual return | 25.07% | 2675.40%-2650.3pp | 593.09%-568.0pp | 160.75%-135.7pp |
| Employer contribution / active EE | $2,602 | $2,316+12.3% | $3,025-14.0% | $2,671-2.6% |
| Participant deferral / active EE | $5,119 | $3,320+54.2% | $4,439+15.3% | $4,126+24.1% |
| Admin fee / account holder | $9,729 | $4,115+136.4% | $5,619+73.2% | $5,651+72.2% |