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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 | $118,853 | $102,696+15.7% | $86,235+37.8% | $139,487-14.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 16.48% | 1925.91%-1909.4pp | 1170.03%-1153.5pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,779 | $3,034-41.4% | $2,381-25.3% | $4,755-62.6% |
| Participant deferral / active EE | $2,298 | $4,679-50.9% | $3,987-42.4% | $6,713-65.8% |
| Admin fee / account holder | $4,186 | $8,667-51.7% | $6,856-38.9% | $11,407-63.3% |