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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 | $101,591-26.1% | $147,096-49.0% | $74,429+0.8% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 16.42% | 8746.45%-8730.0pp | 419.75%-403.3pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $2,836 | $3,813-25.6% | $4,936-42.5% | $2,625+8.0% |
| Participant deferral / active EE | $15,985 | $7,302+118.9% | $8,071+98.1% | $4,348+267.6% |
| Admin fee / account holder | $10,443 | $1,750+496.7% | $13,005-19.7% | $1,944+437.1% |