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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 | $71,410 | $39,798+79.4% | $67,704+5.5% | $59,633+19.7% |
| Participation rate | 96.2% | 57.4%+38.8pp | 67.5%+28.6pp | 68.7%+27.5pp |
| Annual return | 3.65% | 89.94%-86.3pp | 25.41%-21.8pp | 2041.40%-2037.7pp |
| Employer contribution / active EE | $5,769 | $1,393+314.2% | $2,559+125.4% | $2,203+161.9% |
| Participant deferral / active EE | $973 | $2,335-58.3% | $3,585-72.9% | $3,192-69.5% |
| Admin fee / account holder | $414 | $3,212-87.1% | $4,255-90.3% | $4,297-90.4% |