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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 | $46,290 | $124,425-62.8% | $112,040-58.7% | $137,256-66.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 785.06% | 24.72%+760.3pp | 24.52%+760.5pp | 220.34%+564.7pp |
| Employer contribution / active EE | $4,860 | $3,411+42.4% | $2,954+64.5% | $4,156+16.9% |
| Participant deferral / active EE | $8,050 | $5,718+40.8% | $5,098+57.9% | $6,407+25.6% |
| Admin fee / account holder | $1,816 | $15,207-88.1% | $12,098-85.0% | $12,270-85.2% |