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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 | $104,558 | $102,663+1.8% | $86,216+21.3% | $139,466-25.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 20.37% | 1924.52%-1904.1pp | 1169.42%-1149.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $4,014 | $3,035+32.3% | $2,382+68.5% | $4,754-15.6% |
| Participant deferral / active EE | $11,619 | $4,677+148.4% | $3,986+191.5% | $6,712+73.1% |
| Admin fee / account holder | $2,297 | $8,663-73.5% | $6,853-66.5% | $11,409-79.9% |