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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 | $72,159 | $65,440+10.3% | $98,506-26.7% | $85,851-15.9% |
| Participation rate | 80.6% | 65.0%+15.5pp | 73.3%+7.2pp | 69.3%+11.2pp |
| Annual return | 31.71% | 21.75%+10.0pp | 1494.92%-1463.2pp | 318.63%-286.9pp |
| Employer contribution / active EE | $5,433 | $2,169+150.5% | $2,961+83.5% | $2,565+111.8% |
| Participant deferral / active EE | $4,643 | $3,168+46.6% | $4,277+8.6% | $3,952+17.5% |
| Admin fee / account holder | $2,341 | $4,596-49.1% | $5,955-60.7% | $6,261-62.6% |