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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 | $55,446+33.5% | $155,574-52.4% | $74,429-0.5% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 18.41% | 269.20%-250.8pp | 64.87%-46.5pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $5,711 | $2,266+152.0% | $4,676+22.1% | $2,625+117.6% |
| Participant deferral / active EE | $5,463 | $2,836+92.6% | $5,629-3.0% | $4,348+25.6% |
| Admin fee / account holder | $836 | $1,743-52.1% | $15,914-94.7% | $1,944-57.0% |