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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 | $105,370 | $100,938+4.4% | $90,461+16.5% | $158,982-33.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 21.25% | 1727.20%-1706.0pp | 1294.76%-1273.5pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,482 | $3,691-59.8% | $3,264-54.6% | $4,763-68.9% |
| Participant deferral / active EE | $5,548 | $4,350+27.6% | $3,964+39.9% | $5,983-7.3% |
| Admin fee / account holder | $1,333 | $6,510-79.5% | $5,617-76.3% | $11,252-88.1% |