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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 | $76,634+8.1% | $56,054+47.8% | $145,978-43.2% |
| Participation rate | 76.9% | 63.2%+13.7pp | 52.5%+24.4pp | 80.3%-3.4pp |
| Annual return | 8.49% | 3004.33%-2995.8pp | 1705.95%-1697.5pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,710 | $1,380+23.9% | $1,039+64.6% | $4,662-63.3% |
| Participant deferral / active EE | $2,962 | $2,622+12.9% | $1,952+51.7% | $6,690-55.7% |
| Admin fee / account holder | $1,608 | $3,321-51.6% | $2,822-43.0% | $13,400-88.0% |