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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 | $153,632 | $100,868+52.3% | $90,414+69.9% | $158,931-3.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 18.21% | 1724.58%-1706.4pp | 1293.19%-1275.0pp | 302.86%-284.6pp |
| Employer contribution / active EE | $1,379 | $3,689-62.6% | $3,262-57.7% | $4,761-71.0% |
| Participant deferral / active EE | $6,107 | $4,348+40.5% | $3,963+54.1% | $5,982+2.1% |
| Admin fee / account holder | $1,071 | $6,502-83.5% | $5,611-80.9% | $11,247-90.5% |