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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 | $79,803 | $72,446+10.2% | $67,561+18.1% | $145,877-45.3% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.3pp | 80.3%+14.9pp |
| Annual return | 15.67% | 7211.98%-7196.3pp | 3525.44%-3509.8pp | 551.28%-535.6pp |
| Employer contribution / active EE | $4,731 | $3,072+54.0% | $2,735+73.0% | $4,663+1.5% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,015 | $5,541-63.6% | $4,006-49.7% | $13,402-85.0% |