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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 | $94,845 | $100,895-6.0% | $90,430+4.9% | $158,950-40.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 18.24% | 1725.54%-1707.3pp | 1293.73%-1275.5pp | 302.91%-284.7pp |
| Employer contribution / active EE | $2,437 | $3,689-33.9% | $3,262-25.3% | $4,762-48.8% |
| Participant deferral / active EE | $5,869 | $4,347+35.0% | $3,963+48.1% | $5,983-1.9% |
| Admin fee / account holder | $4,358 | $6,505-33.0% | $5,613-22.4% | $11,248-61.3% |