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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 | $143,319 | $102,663+39.6% | $86,216+66.2% | $139,466+2.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 17.32% | 1924.52%-1907.2pp | 1169.42%-1152.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,391 | $3,035-21.2% | $2,382+0.4% | $4,754-49.7% |
| Participant deferral / active EE | $9,072 | $4,677+93.9% | $3,986+127.6% | $6,712+35.2% |
| Admin fee / account holder | $26,365 | $8,663+204.4% | $6,853+284.7% | $11,409+131.1% |