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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 | $101,499-22.8% | $147,005-46.7% | $74,546+5.2% |
| Participation rate | 90.4% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 22.22% | 8732.34%-8710.1pp | 418.76%-396.5pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $2,397 | $3,811-37.1% | $4,934-51.4% | $2,624-8.7% |
| Participant deferral / active EE | $5,692 | $7,304-22.1% | $8,070-29.5% | $4,347+30.9% |
| Admin fee / account holder | $8,282 | $1,748+373.8% | $13,006-36.3% | $1,944+326.1% |