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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 | $101,591-29.4% | $147,096-51.2% | $74,429-3.6% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.3pp |
| Annual return | 13.33% | 8746.45%-8733.1pp | 419.75%-406.4pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $2,916 | $3,813-23.5% | $4,936-40.9% | $2,625+11.1% |
| Participant deferral / active EE | $7,632 | $7,302+4.5% | $8,071-5.4% | $4,348+75.5% |
| Admin fee / account holder | $2,804 | $1,750+60.2% | $13,005-78.4% | $1,944+44.2% |