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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 | $158,402 | $102,696+54.2% | $86,235+83.7% | $139,487+13.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 23.14% | 1925.91%-1902.8pp | 1170.03%-1146.9pp | 373.84%-350.7pp |
| Employer contribution / active EE | $1,653 | $3,034-45.5% | $2,381-30.6% | $4,755-65.2% |
| Participant deferral / active EE | $4,807 | $4,679+2.7% | $3,987+20.6% | $6,713-28.4% |
| Admin fee / account holder | $1,099 | $8,667-87.3% | $6,856-84.0% | $11,407-90.4% |