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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 | $78,397 | $101,672-22.9% | $147,117-46.7% | $74,478+5.3% |
| Participation rate | 90.4% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 22.22% | 8757.83%-8735.6pp | 420.54%-398.3pp | 1370.56%-1348.3pp |
| Employer contribution / active EE | $2,397 | $3,813-37.1% | $4,932-51.4% | $2,626-8.7% |
| Participant deferral / active EE | $5,692 | $7,305-22.1% | $8,065-29.4% | $4,350+30.8% |
| Admin fee / account holder | $8,282 | $1,753+372.4% | $12,993-36.3% | $1,946+325.6% |