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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 | $132,241 | $101,591+30.2% | $147,096-10.1% | $74,429+77.7% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 17.00% | 8746.45%-8729.5pp | 419.75%-402.8pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $4,438 | $3,813+16.4% | $4,936-10.1% | $2,625+69.1% |
| Participant deferral / active EE | $7,819 | $7,302+7.1% | $8,071-3.1% | $4,348+79.8% |
| Admin fee / account holder | $2,560 | $1,750+46.3% | $13,005-80.3% | $1,944+31.7% |