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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 | $71,761 | $101,672-29.4% | $147,117-51.2% | $74,478-3.6% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.7pp | 67.2%+13.3pp |
| Annual return | 13.33% | 8757.83%-8744.5pp | 420.54%-407.2pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,916 | $3,813-23.5% | $4,932-40.9% | $2,626+11.0% |
| Participant deferral / active EE | $7,632 | $7,305+4.5% | $8,065-5.4% | $4,350+75.4% |
| Admin fee / account holder | $2,804 | $1,753+59.9% | $12,993-78.4% | $1,946+44.1% |