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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 | $58,885 | $101,591-42.0% | $147,096-60.0% | $74,429-20.9% |
| Participation rate | 86.0% | 75.5%+10.4pp | 82.2%+3.8pp | 67.2%+18.7pp |
| Annual return | 24.96% | 8746.45%-8721.5pp | 419.75%-394.8pp | 1368.38%-1343.4pp |
| Employer contribution / active EE | $6,302 | $3,813+65.3% | $4,936+27.7% | $2,625+140.1% |
| Participant deferral / active EE | $10,621 | $7,302+45.4% | $8,071+31.6% | $4,348+144.2% |
| Admin fee / account holder | $4,546 | $1,750+159.8% | $13,005-65.0% | $1,944+133.8% |