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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 | $56,512 | $65,566-13.8% | $86,235-34.5% | $75,177-24.8% |
| Participation rate | 96.9% | 60.5%+36.4pp | 69.0%+27.9pp | 67.2%+29.7pp |
| Annual return | 69.56% | 46.07%+23.5pp | 1170.03%-1100.5pp | 160.75%-91.2pp |
| Employer contribution / active EE | $9,106 | $1,553+486.2% | $2,381+282.4% | $2,671+240.9% |
| Participant deferral / active EE | $18,086 | $3,023+498.2% | $3,987+353.6% | $4,126+338.3% |
| Admin fee / account holder | $1,459 | $5,470-73.3% | $6,856-78.7% | $5,651-74.2% |