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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 | $60,108 | $102,696-41.5% | $86,235-30.3% | $139,487-56.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 13.34% | 1925.91%-1912.6pp | 1170.03%-1156.7pp | 373.84%-360.5pp |
| Employer contribution / active EE | $5,281 | $3,034+74.1% | $2,381+121.8% | $4,755+11.1% |
| Participant deferral / active EE | $6,630 | $4,679+41.7% | $3,987+66.3% | $6,713-1.2% |
| Admin fee / account holder | $5,959 | $8,667-31.2% | $6,856-13.1% | $11,407-47.8% |