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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 | $114,928 | $101,591+13.1% | $147,096-21.9% | $74,429+54.4% |
| Participation rate | 86.4% | 75.5%+10.9pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 15.78% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $6,983 | $3,813+83.2% | $4,936+41.5% | $2,625+166.0% |
| Participant deferral / active EE | $10,757 | $7,302+47.3% | $8,071+33.3% | $4,348+147.4% |
| Admin fee / account holder | $4,892 | $1,750+179.6% | $13,005-62.4% | $1,944+151.6% |