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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 | $105,653 | $104,106+1.5% | $71,086+48.6% | $135,379-22.0% |
| Participation rate | 84.6% | 65.7%+19.0pp | 54.7%+30.0pp | 82.6%+2.0pp |
| Annual return | 17.27% | 1256.30%-1239.0pp | 650.59%-633.3pp | 519.79%-502.5pp |
| Employer contribution / active EE | $4,497 | $1,485+202.8% | $1,088+313.4% | $4,779-5.9% |
| Participant deferral / active EE | $6,619 | $2,527+161.9% | $1,874+253.1% | $5,609+18.0% |
| Admin fee / account holder | $2,219 | $4,142-46.4% | $3,082-28.0% | $10,828-79.5% |