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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 | $157,779 | $102,696+53.6% | $86,235+83.0% | $139,487+13.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 23.44% | 1925.91%-1902.5pp | 1170.03%-1146.6pp | 373.84%-350.4pp |
| Employer contribution / active EE | $3,431 | $3,034+13.1% | $2,381+44.1% | $4,755-27.8% |
| Participant deferral / active EE | $6,542 | $4,679+39.8% | $3,987+64.1% | $6,713-2.5% |
| Admin fee / account holder | $1,980 | $8,667-77.2% | $6,856-71.1% | $11,407-82.6% |