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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 | $84,643 | $73,546+15.1% | $63,018+34.3% | $147,586-42.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.32% | 175.56%-166.2pp | 87.62%-78.3pp | 578.59%-569.3pp |
| Employer contribution / active EE | $4,877 | $3,324+46.7% | $2,761+76.7% | $4,8760% |
| Participant deferral / active EE | $2,438 | $4,185-41.7% | $3,330-26.8% | $5,439-55.2% |
| Admin fee / account holder | $3,684 | $5,956-38.1% | $3,601+2.3% | $10,886-66.2% |