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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 | $81,744 | $76,519+6.8% | $56,025+45.9% | $145,897-44.0% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 21.86% | 3017.03%-2995.2pp | 1712.69%-1690.8pp | 552.29%-530.4pp |
| Employer contribution / active EE | $2,339 | $1,383+69.1% | $1,042+124.5% | $4,663-49.8% |
| Participant deferral / active EE | $6,571 | $2,624+150.4% | $1,955+236.2% | $6,689-1.8% |
| Admin fee / account holder | $834 | $3,331-75.0% | $2,828-70.5% | $13,390-93.8% |