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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 | $61,681 | $57,330+7.6% | $86,656-28.8% | $75,177-18.0% |
| Participation rate | 98.3% | 63.2%+35.1pp | 71.7%+26.6pp | 67.2%+31.1pp |
| Annual return | 275.77% | 2675.40%-2399.6pp | 593.09%-317.3pp | 160.75%+115.0pp |
| Employer contribution / active EE | $3,656 | $2,316+57.8% | $3,025+20.9% | $2,671+36.9% |
| Participant deferral / active EE | $2,961 | $3,320-10.8% | $4,439-33.3% | $4,126-28.3% |
| Admin fee / account holder | $3,265 | $4,115-20.7% | $5,619-41.9% | $5,651-42.2% |