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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 | $74,028 | $55,470+33.5% | $155,556-52.4% | $74,478-0.6% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 18.41% | 269.80%-251.4pp | 64.84%-46.4pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $5,711 | $2,267+151.9% | $4,675+22.1% | $2,626+117.4% |
| Participant deferral / active EE | $5,463 | $2,838+92.5% | $5,631-3.0% | $4,350+25.6% |
| Admin fee / account holder | $836 | $1,744-52.1% | $15,885-94.7% | $1,946-57.1% |