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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 | $83,281 | $65,566+27.0% | $86,235-3.4% | $75,177+10.8% |
| Participation rate | 96.8% | 60.5%+36.3pp | 69.0%+27.8pp | 67.2%+29.6pp |
| Annual return | 15.25% | 46.07%-30.8pp | 1170.03%-1154.8pp | 160.75%-145.5pp |
| Employer contribution / active EE | $933 | $1,553-39.9% | $2,381-60.8% | $2,671-65.1% |
| Participant deferral / active EE | $3,438 | $3,023+13.7% | $3,987-13.8% | $4,126-16.7% |
| Admin fee / account holder | $3,569 | $5,470-34.8% | $6,856-47.9% | $5,651-36.8% |