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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 | $102,720 | $60,393+70.1% | $81,820+25.5% | $74,429+38.0% |
| Participation rate | 86.1% | 62.9%+23.2pp | 72.4%+13.8pp | 67.2%+18.9pp |
| Annual return | 16.41% | 16.89%-0.5pp | 777.93%-761.5pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $495 | $2,626-81.2% | $2,915-83.0% | $2,625-81.1% |
| Participant deferral / active EE | $5,091 | $3,397+49.9% | $4,323+17.8% | $4,348+17.1% |
| Admin fee / account holder | $1,639 | $1,491+9.9% | $7,391-77.8% | $1,944-15.7% |