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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 | $94,543 | $72,396+30.6% | $67,511+40.0% | $145,959-35.2% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 14.37% | 7194.07%-7179.7pp | 3517.41%-3503.0pp | 561.95%-547.6pp |
| Employer contribution / active EE | $546 | $3,071-82.2% | $2,733-80.0% | $4,661-88.3% |
| Participant deferral / active EE | $1,668 | $4,781-65.1% | $4,000-58.3% | $6,689-75.1% |
| Admin fee / account holder | $6,834 | $5,538+23.4% | $3,999+70.9% | $13,398-49.0% |