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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 | $68,565 | $58,927+16.4% | $76,823-10.8% | $72,983-6.1% |
| Participation rate | 89.2% | 67.3%+21.9pp | 72.1%+17.1pp | 69.5%+19.7pp |
| Annual return | 21.13% | 2305.64%-2284.5pp | 1166.42%-1145.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $4,743 | $1,787+165.4% | $2,302+106.0% | $2,440+94.4% |
| Participant deferral / active EE | $5,719 | $2,690+112.6% | $3,336+71.5% | $3,608+58.5% |
| Admin fee / account holder | $14,136 | $4,013+252.3% | $6,422+120.1% | $5,124+175.9% |