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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 | $114,994 | $72,446+58.7% | $67,561+70.2% | $145,877-21.2% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 14.00% | 7211.98%-7198.0pp | 3525.44%-3511.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,528 | $3,072-50.2% | $2,735-44.1% | $4,663-67.2% |
| Participant deferral / active EE | $4,448 | $4,785-7.0% | $4,003+11.1% | $6,691-33.5% |
| Admin fee / account holder | $43,332 | $5,541+682.0% | $4,006+981.8% | $13,402+223.3% |