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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 | $124,099 | $100,938+22.9% | $90,461+37.2% | $158,982-21.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 11.63% | 1727.20%-1715.6pp | 1294.76%-1283.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,032 | $3,691-44.9% | $3,264-37.7% | $4,763-57.3% |
| Participant deferral / active EE | $5,806 | $4,350+33.5% | $3,964+46.5% | $5,983-3.0% |
| Admin fee / account holder | $10,280 | $6,510+57.9% | $5,617+83.0% | $11,252-8.6% |