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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 | $96,619 | $81,749+18.2% | $58,544+65.0% | $139,456-30.7% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 16.13% | 7425.45%-7409.3pp | 4249.56%-4233.4pp | 373.45%-357.3pp |
| Employer contribution / active EE | $1,416 | $1,398+1.3% | $1,053+34.5% | $4,753-70.2% |
| Participant deferral / active EE | $3,400 | $2,555+33.1% | $1,923+76.8% | $6,711-49.3% |
| Admin fee / account holder | $5,174 | $3,272+58.1% | $2,520+105.3% | $11,407-54.6% |