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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 | $117,334 | $52,450+123.7% | $129,339-9.3% | $74,400+57.7% |
| Participation rate | 86.9% | 53.8%+33.1pp | 69.6%+17.3pp | 67.2%+19.7pp |
| Annual return | 12.03% | 15.65%-3.6pp | 9437.05%-9425.0pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $1,884 | $1,532+22.9% | $4,154-54.7% | $2,624-28.2% |
| Participant deferral / active EE | $4,919 | $2,797+75.8% | $4,170+18.0% | $4,348+13.1% |
| Admin fee / account holder | $10,397 | $2,636+294.4% | $7,668+35.6% | $1,944+434.9% |