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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 | $86,003 | $81,749+5.2% | $58,544+46.9% | $139,456-38.3% |
| Participation rate | 86.7% | 61.3%+25.3pp | 50.9%+35.8pp | 80.3%+6.3pp |
| Annual return | 16.12% | 7425.45%-7409.3pp | 4249.56%-4233.4pp | 373.45%-357.3pp |
| Employer contribution / active EE | $4,099 | $1,398+193.2% | $1,053+289.3% | $4,753-13.8% |
| Participant deferral / active EE | $8,198 | $2,555+220.9% | $1,923+326.3% | $6,711+22.2% |
| Admin fee / account holder | $1,250 | $3,272-61.8% | $2,520-50.4% | $11,407-89.0% |