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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 | $72,465-21.5% | $67,575-15.8% | $145,884-61.0% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 13.62% | 7222.56%-7208.9pp | 3528.98%-3515.4pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,701 | $3,074-12.1% | $2,736-1.3% | $4,662-42.1% |
| Participant deferral / active EE | $7,891 | $4,786+64.9% | $4,003+97.1% | $6,690+18.0% |
| Admin fee / account holder | $314 | $5,515-94.3% | $3,993-92.1% | $13,392-97.7% |