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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 | $101,499-42.0% | $147,005-59.9% | $74,546-21.0% |
| Participation rate | 86.0% | 75.5%+10.4pp | 82.2%+3.8pp | 67.2%+18.7pp |
| Annual return | 24.96% | 8732.34%-8707.4pp | 418.76%-393.8pp | 1366.03%-1341.1pp |
| Employer contribution / active EE | $6,302 | $3,811+65.3% | $4,934+27.7% | $2,624+140.1% |
| Participant deferral / active EE | $10,621 | $7,304+45.4% | $8,070+31.6% | $4,347+144.3% |
| Admin fee / account holder | $4,546 | $1,748+160.1% | $13,006-65.0% | $1,944+133.9% |