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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 | $158,244 | $102,663+54.1% | $86,216+83.5% | $139,466+13.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 18.07% | 1924.52%-1906.4pp | 1169.42%-1151.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,318 | $3,035-56.6% | $2,382-44.6% | $4,754-72.3% |
| Participant deferral / active EE | $6,464 | $4,677+38.2% | $3,986+62.2% | $6,712-3.7% |
| Admin fee / account holder | $1,000 | $8,663-88.5% | $6,853-85.4% | $11,409-91.2% |