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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 | $62,667 | $51,642+21.3% | $129,384-51.6% | $80,935-22.6% |
| Participation rate | 97.5% | 56.9%+40.6pp | 69.6%+27.9pp | 67.7%+29.9pp |
| Annual return | 13.21% | 20.78%-7.6pp | 9461.77%-9448.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $4,688 | $1,583+196.1% | $4,153+12.9% | $2,757+70.0% |
| Participant deferral / active EE | $4,134 | $2,670+54.8% | $4,166-0.8% | $4,299-3.9% |
| Admin fee / account holder | $3,415 | $4,312-20.8% | $7,686-55.6% | $6,924-50.7% |