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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 | $102,307 | $70,587+44.9% | $124,693-18.0% | $85,847+19.2% |
| Participation rate | 89.5% | 64.4%+25.1pp | 74.6%+14.9pp | 69.3%+20.2pp |
| Annual return | 13.81% | 20688.83%-20675.0pp | 5144.19%-5130.4pp | 318.61%-304.8pp |
| Employer contribution / active EE | $3,123 | $1,913+63.2% | $3,324-6.0% | $2,565+21.8% |
| Participant deferral / active EE | $4,635 | $2,969+56.1% | $4,615+0.4% | $3,952+17.3% |
| Admin fee / account holder | $6,581 | $5,282+24.6% | $7,494-12.2% | $6,261+5.1% |