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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 | $82,870 | $76,522+8.3% | $56,033+47.9% | $145,884-43.2% |
| Participation rate | 76.9% | 63.2%+13.7pp | 52.5%+24.4pp | 80.3%-3.4pp |
| Annual return | 8.49% | 3014.28%-3005.8pp | 1711.38%-1702.9pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,710 | $1,382+23.7% | $1,041+64.3% | $4,662-63.3% |
| Participant deferral / active EE | $2,962 | $2,624+12.9% | $1,954+51.6% | $6,690-55.7% |
| Admin fee / account holder | $1,608 | $3,328-51.7% | $2,827-43.1% | $13,392-88.0% |