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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 | $100,938+52.2% | $90,461+69.8% | $158,982-3.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 18.21% | 1727.20%-1709.0pp | 1294.76%-1276.6pp | 302.99%-284.8pp |
| Employer contribution / active EE | $1,379 | $3,691-62.6% | $3,264-57.8% | $4,763-71.0% |
| Participant deferral / active EE | $6,107 | $4,350+40.4% | $3,964+54.0% | $5,983+2.1% |
| Admin fee / account holder | $1,071 | $6,510-83.5% | $5,617-80.9% | $11,252-90.5% |