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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 | $99,864 | $72,426+37.9% | $67,560+47.8% | $145,897-31.6% |
| Participation rate | 94.7% | 76.9%+17.8pp | 72.9%+21.8pp | 80.3%+14.4pp |
| Annual return | 11.94% | 7226.78%-7214.8pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,576 | $3,074-16.2% | $2,737-5.9% | $4,663-44.8% |
| Participant deferral / active EE | $3,720 | $4,785-22.3% | $4,004-7.1% | $6,689-44.4% |
| Admin fee / account holder | $4,926 | $5,514-10.7% | $3,994+23.3% | $13,390-63.2% |