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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 | $65,306 | $49,897+30.9% | $80,648-19.0% | $75,177-13.1% |
| Participation rate | 72.7% | 55.3%+17.4pp | 67.0%+5.7pp | 67.2%+5.5pp |
| Annual return | 170.14% | 34.68%+135.5pp | 937.21%-767.1pp | 160.75%+9.4pp |
| Employer contribution / active EE | $1,518 | $1,699-10.6% | $2,724-44.2% | $2,671-43.2% |
| Participant deferral / active EE | $5,016 | $2,992+67.6% | $4,443+12.9% | $4,126+21.6% |
| Admin fee / account holder | $6,313 | $3,579+76.4% | $5,382+17.3% | $5,651+11.7% |