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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 | $75,520 | $47,479+59.1% | $62,929+20.0% | $82,448-8.4% |
| Participation rate | 97.4% | 66.9%+30.6pp | 73.1%+24.3pp | 68.1%+29.4pp |
| Annual return | 18.68% | 20.34%-1.7pp | 1063.93%-1045.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $5,583 | $1,885+196.1% | $2,505+122.9% | $2,551+118.9% |
| Participant deferral / active EE | $4,951 | $2,870+72.5% | $3,888+27.3% | $4,139+19.6% |
| Admin fee / account holder | $1,330 | $3,804-65.0% | $5,065-73.7% | $7,234-81.6% |