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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 | $74,725 | $57,330+30.3% | $86,656-13.8% | $75,177-0.6% |
| Participation rate | 88.1% | 63.2%+24.9pp | 71.7%+16.4pp | 67.2%+20.9pp |
| Annual return | 18.87% | 2675.40%-2656.5pp | 593.09%-574.2pp | 160.75%-141.9pp |
| Employer contribution / active EE | $5,655 | $2,316+144.1% | $3,025+86.9% | $2,671+111.7% |
| Participant deferral / active EE | $5,670 | $3,320+70.8% | $4,439+27.7% | $4,126+37.4% |
| Admin fee / account holder | $8,082 | $4,115+96.4% | $5,619+43.8% | $5,651+43.0% |