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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 | $101,591-20.6% | $147,096-45.2% | $74,429+8.4% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 16.44% | 8746.45%-8730.0pp | 419.75%-403.3pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $3,213 | $3,813-15.7% | $4,936-34.9% | $2,625+22.4% |
| Participant deferral / active EE | $6,548 | $7,302-10.3% | $8,071-18.9% | $4,348+50.6% |
| Admin fee / account holder | $5,765 | $1,750+229.4% | $13,005-55.7% | $1,944+196.5% |