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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 | $65,642 | $100,060-34.4% | $149,721-56.2% | $70,126-6.4% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.1%+3.6pp | 69.5%+21.1pp |
| Annual return | 62.96% | 27.46%+35.5pp | 1501.67%-1438.7pp | 73.15%-10.2pp |
| Employer contribution / active EE | $6,761 | $3,661+84.7% | $5,444+24.2% | $2,343+188.6% |
| Participant deferral / active EE | $13,936 | $4,982+179.7% | $6,568+112.2% | $3,332+318.3% |
| Admin fee / account holder | $789 | $8,285-90.5% | $11,282-93.0% | $4,645-83.0% |