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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 | $61,054 | $57,305+6.5% | $86,640-29.5% | $75,173-18.8% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 16.77% | 2674.24%-2657.5pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $3,844 | $2,316+66.0% | $3,024+27.1% | $2,671+43.9% |
| Participant deferral / active EE | $6,594 | $3,320+98.6% | $4,438+48.6% | $4,126+59.8% |
| Admin fee / account holder | $6,327 | $4,116+53.7% | $5,616+12.7% | $5,651+12.0% |