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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 | $65,484 | $57,305+14.3% | $86,640-24.4% | $75,173-12.9% |
| Participation rate | 88.1% | 63.2%+24.9pp | 71.7%+16.4pp | 67.2%+20.9pp |
| Annual return | 15.35% | 2674.24%-2658.9pp | 592.52%-577.2pp | 160.72%-145.4pp |
| Employer contribution / active EE | $3,219 | $2,316+39.0% | $3,024+6.4% | $2,671+20.5% |
| Participant deferral / active EE | $6,295 | $3,320+89.6% | $4,438+41.8% | $4,126+52.6% |
| Admin fee / account holder | $2,523 | $4,116-38.7% | $5,616-55.1% | $5,651-55.4% |