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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 | $79,210 | $68,097+16.3% | $62,929+25.9% | $137,256-42.3% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 15.18% | 1859.11%-1843.9pp | 1063.93%-1048.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,578 | $2,811-8.3% | $2,505+2.9% | $4,156-38.0% |
| Participant deferral / active EE | $8,652 | $4,553+90.0% | $3,888+122.5% | $6,407+35.0% |
| Admin fee / account holder | $7,195 | $6,521+10.3% | $5,065+42.1% | $12,270-41.4% |