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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 | $61,632 | $76,608-19.5% | $56,077+9.9% | $145,877-57.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.75% | 3009.59%-2998.8pp | 1709.28%-1698.5pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,384 | $1,382+72.5% | $1,040+129.1% | $4,663-48.9% |
| Participant deferral / active EE | $4,725 | $2,624+80.0% | $1,954+141.8% | $6,691-29.4% |
| Admin fee / account holder | $2,405 | $3,325-27.7% | $2,825-14.9% | $13,402-82.1% |