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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 | $72,403+30.6% | $67,524+40.0% | $145,978-35.2% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 14.37% | 7197.23%-7182.9pp | 3519.41%-3505.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $546 | $3,072-82.2% | $2,734-80.0% | $4,662-88.3% |
| Participant deferral / active EE | $1,668 | $4,782-65.1% | $4,001-58.3% | $6,690-75.1% |
| Admin fee / account holder | $6,834 | $5,541+23.3% | $4,001+70.8% | $13,400-49.0% |