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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 | $101,591-22.8% | $147,096-46.7% | $74,429+5.3% |
| Participation rate | 90.4% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 22.22% | 8746.45%-8724.2pp | 419.75%-397.5pp | 1368.38%-1346.2pp |
| Employer contribution / active EE | $2,397 | $3,813-37.1% | $4,936-51.4% | $2,625-8.7% |
| Participant deferral / active EE | $5,692 | $7,302-22.1% | $8,071-29.5% | $4,348+30.9% |
| Admin fee / account holder | $8,282 | $1,750+373.3% | $13,005-36.3% | $1,944+326.0% |