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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 | $20,707 | $99,009-79.1% | $86,581-76.1% | $147,585-86.0% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 523.06% | 1312.70%-789.6pp | 965.06%-442.0pp | 578.58%-55.5pp |
| Employer contribution / active EE | $4,445 | $3,132+41.9% | $2,840+56.5% | $4,876-8.8% |
| Participant deferral / active EE | $10,149 | $3,972+155.5% | $3,609+181.2% | $5,439+86.6% |
| Admin fee / account holder | $1,303 | $5,709-77.2% | $4,904-73.4% | $10,886-88.0% |