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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 | $79,658 | $49,897+59.6% | $80,648-1.2% | $75,177+6.0% |
| Participation rate | 90.6% | 55.3%+35.3pp | 67.0%+23.6pp | 67.2%+23.4pp |
| Annual return | 20.47% | 34.68%-14.2pp | 937.21%-916.7pp | 160.75%-140.3pp |
| Employer contribution / active EE | $4,743 | $1,699+179.1% | $2,724+74.1% | $2,671+77.6% |
| Participant deferral / active EE | $7,549 | $2,992+152.3% | $4,443+69.9% | $4,126+82.9% |
| Admin fee / account holder | $691 | $3,579-80.7% | $5,382-87.2% | $5,651-87.8% |