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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 | $95,316 | $60,393+57.8% | $81,820+16.5% | $74,429+28.1% |
| Participation rate | 78.7% | 62.9%+15.8pp | 72.4%+6.3pp | 67.2%+11.5pp |
| Annual return | 12.24% | 16.89%-4.7pp | 777.93%-765.7pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,839 | $2,626-30.0% | $2,915-36.9% | $2,625-29.9% |
| Participant deferral / active EE | $6,671 | $3,397+96.4% | $4,323+54.3% | $4,348+53.4% |
| Admin fee / account holder | $1,890 | $1,491+26.8% | $7,391-74.4% | $1,944-2.8% |