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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 | $68,408 | $100,938-32.2% | $90,461-24.4% | $158,982-57.0% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.5pp | 82.0%+6.3pp |
| Annual return | 12.25% | 1727.20%-1715.0pp | 1294.76%-1282.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $6,008 | $3,691+62.7% | $3,264+84.1% | $4,763+26.1% |
| Participant deferral / active EE | $2,091 | $4,350-51.9% | $3,964-47.3% | $5,983-65.1% |
| Admin fee / account holder | $10,817 | $6,510+66.2% | $5,617+92.6% | $11,252-3.9% |