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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 | $64,013 | $57,330+11.7% | $86,656-26.1% | $75,177-14.9% |
| Participation rate | 77.5% | 63.2%+14.3pp | 71.7%+5.8pp | 67.2%+10.3pp |
| Annual return | 21.20% | 2675.40%-2654.2pp | 593.09%-571.9pp | 160.75%-139.5pp |
| Employer contribution / active EE | $2,840 | $2,316+22.6% | $3,025-6.1% | $2,671+6.3% |
| Participant deferral / active EE | $7,050 | $3,320+112.3% | $4,439+58.8% | $4,126+70.8% |
| Admin fee / account holder | $5,377 | $4,115+30.7% | $5,619-4.3% | $5,651-4.9% |