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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 | $160,869 | $100,911+59.4% | $90,440+77.9% | $158,966+1.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.07% | 1726.62%-1710.6pp | 1294.38%-1278.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,313 | $3,690-37.3% | $3,263-29.1% | $4,762-51.4% |
| Participant deferral / active EE | $4,812 | $4,348+10.7% | $3,964+21.4% | $5,983-19.6% |
| Admin fee / account holder | $686 | $6,507-89.5% | $5,615-87.8% | $11,250-93.9% |