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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 | $76,573 | $100,033-23.5% | $149,716-48.9% | $70,124+9.2% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 67.80% | 27.43%+40.4pp | 1501.67%-1433.9pp | 73.14%-5.3pp |
| Employer contribution / active EE | $14,488 | $3,661+295.7% | $5,444+166.1% | $2,342+518.5% |
| Participant deferral / active EE | $14,326 | $4,982+187.6% | $6,568+118.1% | $3,332+330.0% |
| Admin fee / account holder | $1,335 | $8,285-83.9% | $11,282-88.2% | $4,645-71.3% |