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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 | $83,590 | $58,391+43.2% | $76,667+9.0% | $72,976+14.5% |
| Participation rate | 77.3% | 67.4%+9.9pp | 72.1%+5.2pp | 69.5%+7.8pp |
| Annual return | 22.54% | 2306.65%-2284.1pp | 1166.74%-1144.2pp | 81.02%-58.5pp |
| Employer contribution / active EE | $1,078 | $1,787-39.7% | $2,303-53.2% | $2,440-55.8% |
| Participant deferral / active EE | $3,717 | $2,690+38.2% | $3,336+11.4% | $3,608+3.0% |
| Admin fee / account holder | $440 | $4,014-89.0% | $6,423-93.2% | $5,124-91.4% |