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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 | $113,916 | $57,305+98.8% | $86,640+31.5% | $75,173+51.5% |
| Participation rate | 96.2% | 63.2%+32.9pp | 71.7%+24.4pp | 67.2%+29.0pp |
| Annual return | 20.35% | 2674.24%-2653.9pp | 592.52%-572.2pp | 160.72%-140.4pp |
| Employer contribution / active EE | $5,964 | $2,316+157.5% | $3,024+97.2% | $2,671+123.3% |
| Participant deferral / active EE | $5,887 | $3,320+77.4% | $4,438+32.7% | $4,126+42.7% |
| Admin fee / account holder | $3,929 | $4,116-4.5% | $5,616-30.0% | $5,651-30.5% |