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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 | $100,868+53.3% | $90,414+71.1% | $158,931-2.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 10.75% | 1724.58%-1713.8pp | 1293.19%-1282.4pp | 302.86%-292.1pp |
| Employer contribution / active EE | $602 | $3,689-83.7% | $3,262-81.6% | $4,761-87.4% |
| Participant deferral / active EE | $4,712 | $4,348+8.4% | $3,963+18.9% | $5,982-21.2% |
| Admin fee / account holder | $3,200 | $6,502-50.8% | $5,611-43.0% | $11,247-71.5% |