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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 | $141,223 | $156,963-10.0% | $121,204+16.5% | $139,466+1.3% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 17.50% | 1476.75%-1459.2pp | 987.18%-969.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,404 | $5,544-38.6% | $4,170-18.4% | $4,754-28.4% |
| Participant deferral / active EE | $5,230 | $4,848+7.9% | $4,083+28.1% | $6,712-22.1% |
| Admin fee / account holder | $1,169 | $6,953-83.2% | $5,651-79.3% | $11,409-89.8% |