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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 | $78,580 | $65,434+20.1% | $98,483-20.2% | $85,847-8.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 29.79% | 21.75%+8.0pp | 1494.38%-1464.6pp | 318.61%-288.8pp |
| Employer contribution / active EE | $4,149 | $2,169+91.3% | $2,961+40.1% | $2,565+61.7% |
| Participant deferral / active EE | $3,972 | $3,168+25.4% | $4,276-7.1% | $3,952+0.5% |
| Admin fee / account holder | $844 | $4,595-81.6% | $5,953-85.8% | $6,261-86.5% |