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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 | $83,348 | $109,872-24.1% | $98,483-15.4% | $167,536-50.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 14.08% | 1959.31%-1945.2pp | 1494.38%-1480.3pp | 478.82%-464.7pp |
| Employer contribution / active EE | $3,418 | $3,225+6.0% | $2,961+15.4% | $4,839-29.4% |
| Participant deferral / active EE | $14,385 | $4,673+207.8% | $4,276+236.4% | $6,342+126.8% |
| Admin fee / account holder | $1,097 | $6,757-83.8% | $5,953-81.6% | $12,315-91.1% |