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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 | $126,016 | $102,696+22.7% | $86,235+46.1% | $139,487-9.7% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 26.42% | 1925.91%-1899.5pp | 1170.03%-1143.6pp | 373.84%-347.4pp |
| Employer contribution / active EE | $1,010 | $3,034-66.7% | $2,381-57.6% | $4,755-78.8% |
| Participant deferral / active EE | $5,235 | $4,679+11.9% | $3,987+31.3% | $6,713-22.0% |
| Admin fee / account holder | $3,823 | $8,667-55.9% | $6,856-44.2% | $11,407-66.5% |