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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 | $75,525 | $58,391+29.3% | $76,657-1.5% | $72,975+3.5% |
| Participation rate | 90.6% | 67.4%+23.3pp | 72.1%+18.5pp | 69.5%+21.1pp |
| Annual return | 18.71% | 2306.65%-2287.9pp | 1166.74%-1148.0pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,913 | $1,787+7.1% | $2,303-16.9% | $2,440-21.6% |
| Participant deferral / active EE | $3,422 | $2,690+27.2% | $3,335+2.6% | $3,608-5.1% |
| Admin fee / account holder | $7,250 | $4,014+80.6% | $6,423+12.9% | $5,124+41.5% |