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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 | $154,663 | $100,938+53.2% | $90,461+71.0% | $158,982-2.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 10.75% | 1727.20%-1716.5pp | 1294.76%-1284.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $602 | $3,691-83.7% | $3,264-81.6% | $4,763-87.4% |
| Participant deferral / active EE | $4,712 | $4,350+8.3% | $3,964+18.8% | $5,983-21.3% |
| Admin fee / account holder | $3,200 | $6,510-50.8% | $5,617-43.0% | $11,252-71.6% |