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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 | $64,005 | $58,391+9.6% | $76,667-16.5% | $72,976-12.3% |
| Participation rate | 86.7% | 67.4%+19.3pp | 72.1%+14.6pp | 69.5%+17.2pp |
| Annual return | 20.41% | 2306.65%-2286.2pp | 1166.74%-1146.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $1,025 | $1,787-42.6% | $2,303-55.5% | $2,440-58.0% |
| Participant deferral / active EE | $6,607 | $2,690+145.6% | $3,336+98.0% | $3,608+83.1% |
| Admin fee / account holder | $13,641 | $4,014+239.8% | $6,423+112.4% | $5,124+166.2% |