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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 | $100,975 | $76,519+32.0% | $56,025+80.2% | $145,897-30.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 5.43% | 3017.03%-3011.6pp | 1712.69%-1707.3pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,236 | $1,383-10.7% | $1,042+18.7% | $4,663-73.5% |
| Participant deferral / active EE | $338 | $2,624-87.1% | $1,955-82.7% | $6,689-95.0% |
| Admin fee / account holder | $1,027 | $3,331-69.2% | $2,828-63.7% | $13,390-92.3% |