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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 | $68,907 | $47,479+45.1% | $62,929+9.5% | $82,448-16.4% |
| Participation rate | 94.8% | 66.9%+28.0pp | 73.1%+21.7pp | 68.1%+26.8pp |
| Annual return | 49.49% | 20.34%+29.1pp | 1063.93%-1014.4pp | 41.64%+7.8pp |
| Employer contribution / active EE | $2,016 | $1,885+6.9% | $2,505-19.5% | $2,551-21.0% |
| Participant deferral / active EE | $4,143 | $2,870+44.3% | $3,888+6.5% | $4,139+0.1% |
| Admin fee / account holder | $7,156 | $3,804+88.1% | $5,065+41.3% | $7,234-1.1% |