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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 | $138,091 | $109,905+25.6% | $98,506+40.2% | $167,553-17.6% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 18.69% | 1960.20%-1941.5pp | 1494.92%-1476.2pp | 478.89%-460.2pp |
| Employer contribution / active EE | $2,685 | $3,226-16.8% | $2,961-9.3% | $4,840-44.5% |
| Participant deferral / active EE | $4,930 | $4,674+5.5% | $4,277+15.3% | $6,343-22.3% |
| Admin fee / account holder | $1,054 | $6,760-84.4% | $5,955-82.3% | $12,316-91.4% |