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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 | $68,716 | $65,566+4.8% | $86,235-20.3% | $75,177-8.6% |
| Participation rate | 97.2% | 60.5%+36.7pp | 69.0%+28.3pp | 67.2%+30.0pp |
| Annual return | 13.61% | 46.07%-32.5pp | 1170.03%-1156.4pp | 160.75%-147.1pp |
| Employer contribution / active EE | $4,167 | $1,553+168.3% | $2,381+75.0% | $2,671+56.0% |
| Participant deferral / active EE | $2,241 | $3,023-25.9% | $3,987-43.8% | $4,126-45.7% |
| Admin fee / account holder | $3,323 | $5,470-39.3% | $6,856-51.5% | $5,651-41.2% |