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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 | $118,317 | $100,895+17.3% | $90,430+30.8% | $158,950-25.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 18.74% | 1725.54%-1706.8pp | 1293.73%-1275.0pp | 302.91%-284.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,224 | $4,347-2.8% | $3,963+6.6% | $5,983-29.4% |
| Admin fee / account holder | $706 | $6,505-89.2% | $5,613-87.4% | $11,248-93.7% |