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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 | $137,013 | $100,938+35.7% | $90,461+51.5% | $158,982-13.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 18.53% | 1727.20%-1708.7pp | 1294.76%-1276.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $2,993 | $3,691-18.9% | $3,264-8.3% | $4,763-37.2% |
| Participant deferral / active EE | $4,913 | $4,350+13.0% | $3,964+23.9% | $5,983-17.9% |
| Admin fee / account holder | $882 | $6,510-86.5% | $5,617-84.3% | $11,252-92.2% |