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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 | $96,101 | $76,608+25.4% | $56,077+71.4% | $145,877-34.1% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 18.03% | 3009.59%-2991.6pp | 1709.28%-1691.2pp | 551.28%-533.2pp |
| Employer contribution / active EE | $8,854 | $1,382+540.9% | $1,040+751.1% | $4,663+89.9% |
| Participant deferral / active EE | $9,530 | $2,624+263.2% | $1,954+387.7% | $6,691+42.4% |
| Admin fee / account holder | $6,046 | $3,325+81.8% | $2,825+114.0% | $13,402-54.9% |