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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 | $84,727 | $72,426+17.0% | $67,560+25.4% | $145,897-41.9% |
| Participation rate | 81.8% | 76.9%+4.9pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 9.97% | 7226.78%-7216.8pp | 3533.50%-3523.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,169 | $3,074-62.0% | $2,737-57.3% | $4,663-74.9% |
| Participant deferral / active EE | $3,090 | $4,785-35.4% | $4,004-22.8% | $6,689-53.8% |
| Admin fee / account holder | $7,675 | $5,514+39.2% | $3,994+92.2% | $13,390-42.7% |