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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 | $60,400 | $58,927+2.5% | $76,823-21.4% | $72,983-17.2% |
| Participation rate | 90.2% | 67.3%+22.9pp | 72.1%+18.2pp | 69.5%+20.8pp |
| Annual return | 23.62% | 2305.64%-2282.0pp | 1166.42%-1142.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $2,141 | $1,787+19.8% | $2,302-7.0% | $2,440-12.2% |
| Participant deferral / active EE | $3,711 | $2,690+38.0% | $3,336+11.3% | $3,608+2.9% |
| Admin fee / account holder | $680 | $4,013-83.0% | $6,422-89.4% | $5,124-86.7% |