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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 | $66,957 | $65,575+2.1% | $86,209-22.3% | $75,181-10.9% |
| Participation rate | 97.2% | 60.5%+36.7pp | 69.0%+28.2pp | 67.2%+30.0pp |
| Annual return | 20.55% | 46.07%-25.5pp | 1169.05%-1148.5pp | 160.69%-140.1pp |
| Employer contribution / active EE | $4,634 | $1,553+198.3% | $2,381+94.6% | $2,671+73.5% |
| Participant deferral / active EE | $4,442 | $3,023+46.9% | $3,986+11.4% | $4,126+7.7% |
| Admin fee / account holder | $4,071 | $5,470-25.6% | $6,853-40.6% | $5,650-27.9% |