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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 | $147,936 | $102,696+44.1% | $86,235+71.5% | $139,487+6.1% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.4pp | 80.3%+12.0pp |
| Annual return | 14.14% | 1925.91%-1911.8pp | 1170.03%-1155.9pp | 373.84%-359.7pp |
| Employer contribution / active EE | $3,253 | $3,034+7.2% | $2,381+36.6% | $4,755-31.6% |
| Participant deferral / active EE | $7,871 | $4,679+68.2% | $3,987+97.4% | $6,713+17.3% |
| Admin fee / account holder | $3,058 | $8,667-64.7% | $6,856-55.4% | $11,407-73.2% |