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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 | $66,491 | $76,519-13.1% | $56,025+18.7% | $145,897-54.4% |
| Participation rate | 72.2% | 63.2%+9.0pp | 52.5%+19.7pp | 80.3%-8.1pp |
| Annual return | 11.86% | 3017.03%-3005.2pp | 1712.69%-1700.8pp | 552.29%-540.4pp |
| Employer contribution / active EE | $6,799 | $1,383+391.5% | $1,042+552.8% | $4,663+45.8% |
| Participant deferral / active EE | $4,341 | $2,624+65.4% | $1,955+122.1% | $6,689-35.1% |
| Admin fee / account holder | $1,825 | $3,331-45.2% | $2,828-35.5% | $13,390-86.4% |