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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 | $64,372 | $51,631+24.7% | $129,397-50.3% | $80,925-20.5% |
| Participation rate | 89.7% | 56.9%+32.7pp | 69.6%+20.0pp | 67.7%+22.0pp |
| Annual return | 152.49% | 20.77%+131.7pp | 9453.98%-9301.5pp | 35.65%+116.8pp |
| Employer contribution / active EE | $2,838 | $1,583+79.3% | $4,154-31.7% | $2,756+3.0% |
| Participant deferral / active EE | $3,911 | $2,670+46.5% | $4,167-6.1% | $4,299-9.0% |
| Admin fee / account holder | $7,638 | $4,309+77.3% | $7,679-0.5% | $6,940+10.1% |