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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 | $117,548 | $102,663+14.5% | $86,216+36.3% | $139,466-15.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 17.32% | 1924.52%-1907.2pp | 1169.42%-1152.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $15,847 | $3,035+422.2% | $2,382+565.4% | $4,754+233.4% |
| Participant deferral / active EE | $9,795 | $4,677+109.4% | $3,986+145.7% | $6,712+45.9% |
| Admin fee / account holder | $425 | $8,663-95.1% | $6,853-93.8% | $11,409-96.3% |