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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 | $81,636 | $57,305+42.5% | $86,640-5.8% | $75,173+8.6% |
| Participation rate | 95.9% | 63.2%+32.7pp | 71.7%+24.2pp | 67.2%+28.7pp |
| Annual return | 16.18% | 2674.24%-2658.1pp | 592.52%-576.3pp | 160.72%-144.5pp |
| Employer contribution / active EE | $12,975 | $2,316+460.2% | $3,024+329.0% | $2,671+385.8% |
| Participant deferral / active EE | $8,722 | $3,320+162.8% | $4,438+96.5% | $4,126+111.4% |
| Admin fee / account holder | $4,914 | $4,116+19.4% | $5,616-12.5% | $5,651-13.0% |