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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 | $94,680 | $82,028+15.4% | $123,105-23.1% | $59,633+58.8% |
| Participation rate | 95.2% | 83.2%+12.0pp | 86.8%+8.5pp | 68.7%+26.6pp |
| Annual return | 1432.28% | 5.12%+1427.2pp | 13.22%+1419.1pp | 2041.45%-609.2pp |
| Employer contribution / active EE | $2,749 | $3,297-16.6% | $5,151-46.6% | $2,203+24.8% |
| Participant deferral / active EE | $3,448 | $4,667-26.1% | $6,229-44.6% | $3,192+8.0% |
| Admin fee / account holder | $1,687 | $5,879-71.3% | $9,014-81.3% | $4,297-60.7% |