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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 | $96,101 | $76,519+25.6% | $56,025+71.5% | $145,897-34.1% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 18.03% | 3017.03%-2999.0pp | 1712.69%-1694.7pp | 552.29%-534.3pp |
| Employer contribution / active EE | $8,854 | $1,383+540.1% | $1,042+750.1% | $4,663+89.9% |
| Participant deferral / active EE | $9,530 | $2,624+263.1% | $1,955+387.6% | $6,689+42.5% |
| Admin fee / account holder | $6,046 | $3,331+81.5% | $2,828+113.8% | $13,390-54.8% |