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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 | $71,925 | $72,465-0.7% | $67,575+6.4% | $145,884-50.7% |
| Participation rate | 84.2% | 76.9%+7.3pp | 72.9%+11.3pp | 80.3%+3.9pp |
| Annual return | 18.71% | 7222.56%-7203.8pp | 3528.98%-3510.3pp | 551.85%-533.1pp |
| Employer contribution / active EE | $4,505 | $3,074+46.6% | $2,736+64.7% | $4,662-3.4% |
| Participant deferral / active EE | $2,764 | $4,786-42.2% | $4,003-31.0% | $6,690-58.7% |
| Admin fee / account holder | $30,658 | $5,515+455.9% | $3,993+667.8% | $13,392+128.9% |