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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 | $61,551 | $102,663-40.0% | $86,216-28.6% | $139,466-55.9% |
| Participation rate | 95.5% | 74.5%+20.9pp | 69.0%+26.5pp | 80.3%+15.1pp |
| Annual return | 18.69% | 1924.52%-1905.8pp | 1169.42%-1150.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $5,090 | $3,035+67.7% | $2,382+113.7% | $4,754+7.1% |
| Participant deferral / active EE | $4,465 | $4,677-4.5% | $3,986+12.0% | $6,712-33.5% |
| Admin fee / account holder | $835 | $8,663-90.4% | $6,853-87.8% | $11,409-92.7% |