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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 | $116,664 | $76,785+51.9% | $56,441+106.7% | $145,959-20.1% |
| Participation rate | 88.9% | 63.2%+25.6pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 14.43% | 3000.51%-2986.1pp | 1704.21%-1689.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,166 | $1,381+56.9% | $1,039+108.5% | $4,661-53.5% |
| Participant deferral / active EE | $11,180 | $2,624+326.1% | $1,953+472.5% | $6,689+67.2% |
| Admin fee / account holder | $585 | $3,334-82.5% | $2,829-79.3% | $13,398-95.6% |