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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 | $86,765 | $102,696-15.5% | $86,235+0.6% | $139,487-37.8% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.0%+26.7pp | 80.3%+15.3pp |
| Annual return | 13.92% | 1925.91%-1912.0pp | 1170.03%-1156.1pp | 373.84%-359.9pp |
| Employer contribution / active EE | $3,261 | $3,034+7.5% | $2,381+36.9% | $4,755-31.4% |
| Participant deferral / active EE | $2,507 | $4,679-46.4% | $3,987-37.1% | $6,713-62.7% |
| Admin fee / account holder | $1,932 | $8,667-77.7% | $6,856-71.8% | $11,407-83.1% |