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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 | $60,401 | $72,071-16.2% | $68,368-11.7% | $137,256-56.0% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 22.24% | 353.14%-330.9pp | 292.57%-270.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,000 | $2,788+7.6% | $2,649+13.3% | $4,156-27.8% |
| Participant deferral / active EE | $5,244 | $4,410+18.9% | $4,123+27.2% | $6,407-18.2% |
| Admin fee / account holder | $638 | $5,336-88.1% | $5,150-87.6% | $12,270-94.8% |