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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 | $86,879 | $59,006+47.2% | $97,260-10.7% | $74,459+16.7% |
| Participation rate | 78.8% | 63.7%+15.1pp | 72.7%+6.1pp | 67.2%+11.5pp |
| Annual return | 22.13% | 16.04%+6.1pp | 75.54%-53.4pp | 1369.70%-1347.6pp |
| Employer contribution / active EE | $3,471 | $1,894+83.3% | $2,721+27.5% | $2,626+32.2% |
| Participant deferral / active EE | $7,443 | $3,671+102.8% | $4,262+74.7% | $4,350+71.1% |
| Admin fee / account holder | $5,587 | $1,974+183.0% | $5,640-0.9% | $1,945+187.3% |