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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 | $100,868-32.2% | $90,414-24.3% | $158,931-57.0% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 12.25% | 1724.58%-1712.3pp | 1293.19%-1280.9pp | 302.86%-290.6pp |
| Employer contribution / active EE | $6,008 | $3,689+62.8% | $3,262+84.2% | $4,761+26.2% |
| Participant deferral / active EE | $2,091 | $4,348-51.9% | $3,963-47.2% | $5,982-65.1% |
| Admin fee / account holder | $10,817 | $6,502+66.4% | $5,611+92.8% | $11,247-3.8% |