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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 | $75,019 | $57,330+30.9% | $86,656-13.4% | $75,177-0.2% |
| Participation rate | 97.2% | 63.2%+34.0pp | 71.7%+25.5pp | 67.2%+30.0pp |
| Annual return | 17.92% | 2675.40%-2657.5pp | 593.09%-575.2pp | 160.75%-142.8pp |
| Employer contribution / active EE | $4,380 | $2,316+89.1% | $3,025+44.8% | $2,671+64.0% |
| Participant deferral / active EE | $4,566 | $3,320+37.5% | $4,439+2.9% | $4,126+10.7% |
| Admin fee / account holder | $5,845 | $4,115+42.0% | $5,619+4.0% | $5,651+3.4% |