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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 | $175,047 | $102,696+70.5% | $86,235+103.0% | $139,487+25.5% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.0%+12.3pp | 80.3%+0.9pp |
| Annual return | 15.27% | 1925.91%-1910.6pp | 1170.03%-1154.8pp | 373.84%-358.6pp |
| Employer contribution / active EE | $2,606 | $3,034-14.1% | $2,381+9.4% | $4,755-45.2% |
| Participant deferral / active EE | $5,789 | $4,679+23.7% | $3,987+45.2% | $6,713-13.8% |
| Admin fee / account holder | $3,334 | $8,667-61.5% | $6,856-51.4% | $11,407-70.8% |