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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 | $165,359 | $100,911+63.9% | $90,440+82.8% | $158,966+4.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 7.31% | 1726.62%-1719.3pp | 1294.38%-1287.1pp | 302.95%-295.6pp |
| Employer contribution / active EE | $2,816 | $3,690-23.7% | $3,263-13.7% | $4,762-40.9% |
| Participant deferral / active EE | $7,923 | $4,348+82.2% | $3,964+99.9% | $5,983+32.4% |
| Admin fee / account holder | $690 | $6,507-89.4% | $5,615-87.7% | $11,250-93.9% |