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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 | $101,499-37.6% | $147,005-56.9% | $74,546-15.0% |
| Participation rate | 74.3% | 75.5%-1.2pp | 82.2%-7.9pp | 67.2%+7.1pp |
| Annual return | 23.39% | 8732.34%-8709.0pp | 418.76%-395.4pp | 1366.03%-1342.6pp |
| Employer contribution / active EE | $4,521 | $3,811+18.6% | $4,934-8.4% | $2,624+72.3% |
| Participant deferral / active EE | $8,995 | $7,304+23.1% | $8,070+11.5% | $4,347+106.9% |
| Admin fee / account holder | $8,505 | $1,748+386.6% | $13,006-34.6% | $1,944+337.6% |