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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 | $28,253 | $65,555-56.9% | $86,216-67.2% | $75,173-62.4% |
| Participation rate | 91.4% | 60.5%+30.9pp | 69.0%+22.5pp | 67.2%+24.2pp |
| Annual return | 55.71% | 46.07%+9.6pp | 1169.42%-1113.7pp | 160.72%-105.0pp |
| Employer contribution / active EE | $5,561 | $1,553+258.0% | $2,382+133.5% | $2,671+108.2% |
| Participant deferral / active EE | $8,191 | $3,023+170.9% | $3,986+105.5% | $4,126+98.5% |
| Admin fee / account holder | $5,341 | $5,469-2.4% | $6,853-22.1% | $5,651-5.5% |