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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 | $64,168 | $57,305+12.0% | $86,640-25.9% | $75,173-14.6% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 18.79% | 2674.24%-2655.4pp | 592.52%-573.7pp | 160.72%-141.9pp |
| Employer contribution / active EE | $9,142 | $2,316+294.7% | $3,024+202.3% | $2,671+242.3% |
| Participant deferral / active EE | $7,349 | $3,320+121.4% | $4,438+65.6% | $4,126+78.1% |
| Admin fee / account holder | $1,939 | $4,116-52.9% | $5,616-65.5% | $5,651-65.7% |