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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 | $51,647 | $52,678-2.0% | $75,784-31.9% | $59,633-13.4% |
| Participation rate | 83.9% | 67.2%+16.6pp | 75.8%+8.0pp | 68.7%+15.2pp |
| Annual return | 58.65% | 2.95%+55.7pp | 9.68%+49.0pp | 2041.45%-1982.8pp |
| Employer contribution / active EE | $5,370 | $2,193+144.8% | $3,323+61.6% | $2,203+143.8% |
| Participant deferral / active EE | $4,409 | $2,591+70.2% | $3,652+20.7% | $3,192+38.1% |
| Admin fee / account holder | $1,096 | $3,610-69.6% | $5,300-79.3% | $4,297-74.5% |