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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 | $78,245 | $185,225-57.8% | $142,898-45.2% | $167,553-53.3% |
| Participation rate | 83.3% | 78.5%+4.9pp | 72.0%+11.4pp | 82.1%+1.2pp |
| Annual return | 17.99% | 8558.12%-8540.1pp | 5639.64%-5621.7pp | 478.89%-460.9pp |
| Employer contribution / active EE | $2,905 | $5,607-48.2% | $4,146-29.9% | $4,840-40.0% |
| Participant deferral / active EE | $4,307 | $4,496-4.2% | $3,838+12.2% | $6,343-32.1% |
| Admin fee / account holder | $1,477 | $8,032-81.6% | $6,560-77.5% | $12,316-88.0% |