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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 | $49,985 | $80,992-38.3% | $96,534-48.2% | $75,173-33.5% |
| Participation rate | 74.1% | 71.8%+2.3pp | 76.0%-1.9pp | 67.2%+6.9pp |
| Annual return | 321.94% | 27.05%+294.9pp | 25.88%+296.1pp | 160.72%+161.2pp |
| Employer contribution / active EE | $5,654 | $2,283+147.7% | $2,965+90.7% | $2,671+111.7% |
| Participant deferral / active EE | $5,764 | $3,929+46.7% | $4,851+18.8% | $4,126+39.7% |
| Admin fee / account holder | $4,744 | $6,717-29.4% | $8,253-42.5% | $5,651-16.0% |