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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 | $76,519-19.5% | $56,025+10.0% | $145,897-57.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.75% | 3017.03%-3006.3pp | 1712.69%-1701.9pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,384 | $1,383+72.3% | $1,042+128.9% | $4,663-48.9% |
| Participant deferral / active EE | $4,725 | $2,624+80.0% | $1,955+141.7% | $6,689-29.4% |
| Admin fee / account holder | $2,405 | $3,331-27.8% | $2,828-15.0% | $13,390-82.0% |