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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 | $29,841 | $65,555-54.5% | $86,216-65.4% | $75,173-60.3% |
| Participation rate | 96.2% | 60.5%+35.7pp | 69.0%+27.2pp | 67.2%+29.0pp |
| Annual return | 87.66% | 46.07%+41.6pp | 1169.42%-1081.8pp | 160.72%-73.1pp |
| Employer contribution / active EE | $9,481 | $1,553+510.3% | $2,382+298.1% | $2,671+255.0% |
| Participant deferral / active EE | $10,924 | $3,023+261.3% | $3,986+174.1% | $4,126+164.7% |
| Admin fee / account holder | $1,626 | $5,469-70.3% | $6,853-76.3% | $5,651-71.2% |