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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 | $63,356 | $101,591-37.6% | $147,096-56.9% | $74,429-14.9% |
| Participation rate | 74.3% | 75.5%-1.3pp | 82.2%-7.9pp | 67.2%+7.1pp |
| Annual return | 23.39% | 8746.45%-8723.1pp | 419.75%-396.4pp | 1368.38%-1345.0pp |
| Employer contribution / active EE | $4,521 | $3,813+18.6% | $4,936-8.4% | $2,625+72.2% |
| Participant deferral / active EE | $8,995 | $7,302+23.2% | $8,071+11.4% | $4,348+106.9% |
| Admin fee / account holder | $8,505 | $1,750+386.0% | $13,005-34.6% | $1,944+337.4% |