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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 | $56,967 | $45,152+26.2% | $73,845-22.9% | $59,632-4.5% |
| Participation rate | 83.9% | 64.0%+19.8pp | 73.4%+10.4pp | 68.7%+15.2pp |
| Annual return | 11.73% | 27.40%-15.7pp | 2267.91%-2256.2pp | 2041.32%-2029.6pp |
| Employer contribution / active EE | $11,406 | $1,902+499.8% | $2,788+309.2% | $2,203+417.8% |
| Participant deferral / active EE | $11,531 | $2,574+348.0% | $3,583+221.8% | $3,192+261.3% |
| Admin fee / account holder | $835 | $3,516-76.2% | $4,881-82.9% | $4,297-80.6% |