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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 | $72,396-21.4% | $67,511-15.8% | $145,959-61.0% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 13.62% | 7194.07%-7180.5pp | 3517.41%-3503.8pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,701 | $3,071-12.0% | $2,733-1.2% | $4,661-42.1% |
| Participant deferral / active EE | $7,891 | $4,781+65.0% | $4,000+97.3% | $6,689+18.0% |
| Admin fee / account holder | $314 | $5,538-94.3% | $3,999-92.1% | $13,398-97.7% |