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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 | $148,329 | $102,663+44.5% | $86,216+72.0% | $139,466+6.4% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 12.45% | 1924.52%-1912.1pp | 1169.42%-1157.0pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,443 | $3,035-19.5% | $2,382+2.6% | $4,754-48.6% |
| Participant deferral / active EE | $6,541 | $4,677+39.8% | $3,986+64.1% | $6,712-2.6% |
| Admin fee / account holder | $3,946 | $8,663-54.5% | $6,853-42.4% | $11,409-65.4% |