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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 | $97,248 | $70,587+37.8% | $124,693-22.0% | $85,847+13.3% |
| Participation rate | 78.0% | 64.4%+13.6pp | 74.6%+3.4pp | 69.3%+8.6pp |
| Annual return | 13.27% | 20688.83%-20675.6pp | 5144.19%-5130.9pp | 318.61%-305.3pp |
| Employer contribution / active EE | $3,743 | $1,913+95.6% | $3,324+12.6% | $2,565+45.9% |
| Participant deferral / active EE | $5,458 | $2,969+83.9% | $4,615+18.3% | $3,952+38.1% |
| Admin fee / account holder | $9,458 | $5,282+79.1% | $7,494+26.2% | $6,261+51.1% |