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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 | $76,608-13.2% | $56,077+18.6% | $145,877-54.4% |
| Participation rate | 72.2% | 63.2%+9.0pp | 52.5%+19.7pp | 80.3%-8.1pp |
| Annual return | 11.86% | 3009.59%-2997.7pp | 1709.28%-1697.4pp | 551.28%-539.4pp |
| Employer contribution / active EE | $6,799 | $1,382+392.1% | $1,040+553.6% | $4,663+45.8% |
| Participant deferral / active EE | $4,341 | $2,624+65.4% | $1,954+122.2% | $6,691-35.1% |
| Admin fee / account holder | $1,825 | $3,325-45.1% | $2,825-35.4% | $13,402-86.4% |