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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 | $92,625 | $57,305+61.6% | $86,640+6.9% | $75,173+23.2% |
| Participation rate | 84.3% | 63.2%+21.1pp | 71.7%+12.6pp | 67.2%+17.1pp |
| Annual return | 15.90% | 2674.24%-2658.3pp | 592.52%-576.6pp | 160.72%-144.8pp |
| Employer contribution / active EE | $2,451 | $2,316+5.8% | $3,024-19.0% | $2,671-8.2% |
| Participant deferral / active EE | $5,593 | $3,320+68.5% | $4,438+26.0% | $4,126+35.5% |
| Admin fee / account holder | $3,041 | $4,116-26.1% | $5,616-45.8% | $5,651-46.2% |