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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 | $128,788 | $96,361+33.7% | $80,607+59.8% | $139,456-7.6% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 18.96% | 1350.95%-1332.0pp | 936.11%-917.1pp | 373.45%-354.5pp |
| Employer contribution / active EE | $1,821 | $3,262-44.2% | $2,724-33.1% | $4,753-61.7% |
| Participant deferral / active EE | $3,735 | $5,232-28.6% | $4,448-16.0% | $6,711-44.3% |
| Admin fee / account holder | $5,484 | $6,601-16.9% | $5,379+1.9% | $11,407-51.9% |