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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 | $84,835 | $65,555+29.4% | $86,216-1.6% | $75,173+12.9% |
| Participation rate | 96.0% | 60.5%+35.5pp | 69.0%+27.0pp | 67.2%+28.8pp |
| Annual return | 27.10% | 46.07%-19.0pp | 1169.42%-1142.3pp | 160.72%-133.6pp |
| Employer contribution / active EE | $36,154 | $1,553+2227.5% | $2,382+1418.1% | $2,671+1253.6% |
| Participant deferral / active EE | $13,381 | $3,023+342.6% | $3,986+235.7% | $4,126+224.3% |
| Admin fee / account holder | $2,238 | $5,469-59.1% | $6,853-67.3% | $5,651-60.4% |