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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 | $62,970 | $57,330+9.8% | $86,656-27.3% | $75,177-16.2% |
| Participation rate | 81.8% | 63.2%+18.6pp | 71.7%+10.1pp | 67.2%+14.6pp |
| Annual return | 19.35% | 2675.40%-2656.1pp | 593.09%-573.7pp | 160.75%-141.4pp |
| Employer contribution / active EE | $1,985 | $2,316-14.3% | $3,025-34.4% | $2,671-25.7% |
| Participant deferral / active EE | $8,332 | $3,320+150.9% | $4,439+87.7% | $4,126+101.9% |
| Admin fee / account holder | $6,083 | $4,115+47.8% | $5,619+8.3% | $5,651+7.6% |