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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 | $65,888 | $60,139+9.6% | $90,461-27.2% | $79,856-17.5% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 15.57% | 71.96%-56.4pp | 1294.76%-1279.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $6,604 | $2,069+219.2% | $3,264+102.3% | $2,471+167.2% |
| Participant deferral / active EE | $5,880 | $2,939+100.1% | $3,964+48.3% | $3,741+57.2% |
| Admin fee / account holder | $464 | $3,978-88.3% | $5,617-91.7% | $5,306-91.3% |