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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 | $81,626 | $58,927+38.5% | $76,823+6.3% | $72,983+11.8% |
| Participation rate | 77.8% | 67.3%+10.4pp | 72.1%+5.7pp | 69.5%+8.3pp |
| Annual return | 24.99% | 2305.64%-2280.7pp | 1166.42%-1141.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,169 | $1,787-34.6% | $2,302-49.2% | $2,440-52.1% |
| Participant deferral / active EE | $3,403 | $2,690+26.5% | $3,336+2.0% | $3,608-5.7% |
| Admin fee / account holder | $2,798 | $4,013-30.3% | $6,422-56.4% | $5,124-45.4% |