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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 | $133,351 | $100,938+32.1% | $90,461+47.4% | $158,982-16.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 20.53% | 1727.20%-1706.7pp | 1294.76%-1274.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $3,789 | $3,691+2.6% | $3,264+16.1% | $4,763-20.5% |
| Participant deferral / active EE | $4,598 | $4,350+5.7% | $3,964+16.0% | $5,983-23.2% |
| Admin fee / account holder | $2,335 | $6,510-64.1% | $5,617-58.4% | $11,252-79.2% |