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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 | $106,221 | $102,696+3.4% | $86,235+23.2% | $139,487-23.8% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 17.90% | 1925.91%-1908.0pp | 1170.03%-1152.1pp | 373.84%-355.9pp |
| Employer contribution / active EE | $4,596 | $3,034+51.5% | $2,381+93.0% | $4,755-3.3% |
| Participant deferral / active EE | $12,245 | $4,679+161.7% | $3,987+207.1% | $6,713+82.4% |
| Admin fee / account holder | $1,039 | $8,667-88.0% | $6,856-84.8% | $11,407-90.9% |