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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 | $109,454 | $96,388+13.6% | $80,627+35.8% | $139,466-21.5% |
| Participation rate | 82.4% | 73.6%+8.7pp | 67.0%+15.3pp | 80.3%+2.0pp |
| Annual return | 18.49% | 1352.08%-1333.6pp | 936.76%-918.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,474 | $3,260-24.1% | $2,723-9.1% | $4,754-48.0% |
| Participant deferral / active EE | $5,547 | $5,224+6.2% | $4,443+24.9% | $6,712-17.3% |
| Admin fee / account holder | $3,263 | $6,603-50.6% | $5,381-39.4% | $11,409-71.4% |