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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 | $92,354 | $102,663-10.0% | $86,216+7.1% | $139,466-33.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 15.99% | 1924.52%-1908.5pp | 1169.42%-1153.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $5,378 | $3,035+77.2% | $2,382+125.8% | $4,754+13.1% |
| Participant deferral / active EE | $7,862 | $4,677+68.1% | $3,986+97.2% | $6,712+17.1% |
| Admin fee / account holder | $438 | $8,663-94.9% | $6,853-93.6% | $11,409-96.2% |