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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 | $75,025 | $101,499-26.1% | $147,005-49.0% | $74,546+0.6% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 16.42% | 8732.34%-8715.9pp | 418.76%-402.3pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $2,836 | $3,811-25.6% | $4,934-42.5% | $2,624+8.1% |
| Participant deferral / active EE | $15,985 | $7,304+118.8% | $8,070+98.1% | $4,347+267.7% |
| Admin fee / account holder | $10,443 | $1,748+497.5% | $13,006-19.7% | $1,944+437.3% |