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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 | $105,695 | $102,696+2.9% | $86,235+22.6% | $139,487-24.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 17.93% | 1925.91%-1908.0pp | 1170.03%-1152.1pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,843 | $3,034-6.3% | $2,381+19.4% | $4,755-40.2% |
| Participant deferral / active EE | $5,746 | $4,679+22.8% | $3,987+44.1% | $6,713-14.4% |
| Admin fee / account holder | $1,939 | $8,667-77.6% | $6,856-71.7% | $11,407-83.0% |