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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 | $72,465+37.8% | $67,575+47.8% | $145,884-31.5% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.8pp | 80.3%+14.4pp |
| Annual return | 11.94% | 7222.56%-7210.6pp | 3528.98%-3517.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,576 | $3,074-16.2% | $2,736-5.8% | $4,662-44.7% |
| Participant deferral / active EE | $3,720 | $4,786-22.3% | $4,003-7.1% | $6,690-44.4% |
| Admin fee / account holder | $4,926 | $5,515-10.7% | $3,993+23.4% | $13,392-63.2% |