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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 | $113,831 | $101,591+12.0% | $147,096-22.6% | $74,429+52.9% |
| Participation rate | 83.5% | 75.5%+8.0pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 21.96% | 8746.45%-8724.5pp | 419.75%-397.8pp | 1368.38%-1346.4pp |
| Employer contribution / active EE | $5,114 | $3,813+34.1% | $4,936+3.6% | $2,625+94.8% |
| Participant deferral / active EE | $12,619 | $7,302+72.8% | $8,071+56.3% | $4,348+190.2% |
| Admin fee / account holder | $7,920 | $1,750+352.6% | $13,005-39.1% | $1,944+307.4% |