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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 | $102,624-41.4% | $86,200-30.3% | $139,427-56.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 13.34% | 1922.69%-1909.4pp | 1168.58%-1155.2pp | 373.27%-359.9pp |
| Employer contribution / active EE | $5,281 | $3,033+74.1% | $2,381+121.8% | $4,752+11.1% |
| Participant deferral / active EE | $6,630 | $4,676+41.8% | $3,986+66.4% | $6,711-1.2% |
| Admin fee / account holder | $5,959 | $8,658-31.2% | $6,853-13.0% | $11,404-47.7% |