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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 | $126,656 | $102,663+23.4% | $86,216+46.9% | $139,466-9.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 15.41% | 1924.52%-1909.1pp | 1169.42%-1154.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,676 | $3,035-44.8% | $2,382-29.6% | $4,754-64.7% |
| Participant deferral / active EE | $2,990 | $4,677-36.1% | $3,986-25.0% | $6,712-55.4% |
| Admin fee / account holder | $1,227 | $8,663-85.8% | $6,853-82.1% | $11,409-89.2% |