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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 | $61,744 | $88,815-30.5% | $81,882-24.6% | $145,897-57.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 24.77% | 1033.75%-1009.0pp | 779.47%-754.7pp | 552.29%-527.5pp |
| Employer contribution / active EE | $4,722 | $3,086+53.0% | $2,916+61.9% | $4,663+1.3% |
| Participant deferral / active EE | $8,958 | $4,647+92.8% | $4,323+107.2% | $6,689+33.9% |
| Admin fee / account holder | $651 | $8,434-92.3% | $7,360-91.1% | $13,390-95.1% |