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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 | $143,803 | $100,938+42.5% | $90,461+59.0% | $158,982-9.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 15.51% | 1727.20%-1711.7pp | 1294.76%-1279.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,598 | $3,691-56.7% | $3,264-51.1% | $4,763-66.5% |
| Participant deferral / active EE | $9,588 | $4,350+120.4% | $3,964+141.8% | $5,983+60.2% |
| Admin fee / account holder | $3,149 | $6,510-51.6% | $5,617-43.9% | $11,252-72.0% |