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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 | $92,503 | $72,446+27.7% | $67,561+36.9% | $145,877-36.6% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.5pp | 80.3%+14.1pp |
| Annual return | 20.26% | 7211.98%-7191.7pp | 3525.44%-3505.2pp | 551.28%-531.0pp |
| Employer contribution / active EE | $5,654 | $3,072+84.0% | $2,735+106.8% | $4,663+21.3% |
| Participant deferral / active EE | $5,489 | $4,785+14.7% | $4,003+37.1% | $6,691-18.0% |
| Admin fee / account holder | $854 | $5,541-84.6% | $4,006-78.7% | $13,402-93.6% |