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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 | $87,450 | $73,518+19.0% | $63,005+38.8% | $147,585-40.7% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 17.04% | 175.46%-158.4pp | 87.59%-70.5pp | 578.58%-561.5pp |
| Employer contribution / active EE | $2,532 | $3,322-23.8% | $2,760-8.3% | $4,876-48.1% |
| Participant deferral / active EE | $1,469 | $4,183-64.9% | $3,329-55.9% | $5,439-73.0% |
| Admin fee / account holder | $2,326 | $5,952-60.9% | $3,599-35.4% | $10,886-78.6% |