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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 | $144,791 | $102,635+41.1% | $86,209+68.0% | $139,456+3.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 14.15% | 1923.53%-1909.4pp | 1169.05%-1154.9pp | 373.45%-359.3pp |
| Employer contribution / active EE | $1,820 | $3,034-40.0% | $2,381-23.6% | $4,753-61.7% |
| Participant deferral / active EE | $3,383 | $4,677-27.7% | $3,986-15.1% | $6,711-49.6% |
| Admin fee / account holder | $4,115 | $8,661-52.5% | $6,853-39.9% | $11,407-63.9% |