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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 | $96,997 | $49,199+97.2% | $121,210-20.0% | $75,177+29.0% |
| Participation rate | 86.1% | 55.4%+30.7pp | 69.5%+16.6pp | 67.2%+18.9pp |
| Annual return | 24.84% | 56.04%-31.2pp | 987.41%-962.6pp | 160.75%-135.9pp |
| Employer contribution / active EE | $3,870 | $1,547+150.1% | $4,171-7.2% | $2,671+44.9% |
| Participant deferral / active EE | $5,806 | $2,630+120.8% | $4,084+42.2% | $4,126+40.7% |
| Admin fee / account holder | $813 | $3,946-79.4% | $5,647-85.6% | $5,651-85.6% |