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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 | $56,869 | $72,426-21.5% | $67,560-15.8% | $145,897-61.0% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 13.62% | 7226.78%-7213.2pp | 3533.50%-3519.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,701 | $3,074-12.2% | $2,737-1.3% | $4,663-42.1% |
| Participant deferral / active EE | $7,891 | $4,785+64.9% | $4,004+97.1% | $6,689+18.0% |
| Admin fee / account holder | $314 | $5,514-94.3% | $3,994-92.1% | $13,390-97.7% |