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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 | $80,660 | $101,672-20.7% | $147,117-45.2% | $74,478+8.3% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 16.44% | 8757.83%-8741.4pp | 420.54%-404.1pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $3,213 | $3,813-15.7% | $4,932-34.9% | $2,626+22.3% |
| Participant deferral / active EE | $6,548 | $7,305-10.4% | $8,065-18.8% | $4,350+50.5% |
| Admin fee / account holder | $5,765 | $1,753+228.8% | $12,993-55.6% | $1,946+196.3% |