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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 | $71,573 | $49,199+45.5% | $121,210-41.0% | $75,177-4.8% |
| Participation rate | 70.8% | 55.4%+15.4pp | 69.5%+1.3pp | 67.2%+3.6pp |
| Annual return | 20.92% | 56.04%-35.1pp | 987.41%-966.5pp | 160.75%-139.8pp |
| Employer contribution / active EE | $4,690 | $1,547+203.1% | $4,171+12.5% | $2,671+75.6% |
| Participant deferral / active EE | $4,687 | $2,630+78.2% | $4,084+14.8% | $4,126+13.6% |
| Admin fee / account holder | $12,233 | $3,946+210.0% | $5,647+116.6% | $5,651+116.5% |