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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 | $79,038 | $70,587+12.0% | $124,694-36.6% | $85,851-7.9% |
| Participation rate | 85.7% | 64.4%+21.3pp | 74.6%+11.1pp | 69.3%+16.4pp |
| Annual return | 13.65% | 20688.83%-20675.2pp | 5144.82%-5131.2pp | 318.63%-305.0pp |
| Employer contribution / active EE | $1,450 | $1,913-24.2% | $3,325-56.4% | $2,565-43.5% |
| Participant deferral / active EE | $3,845 | $2,969+29.5% | $4,615-16.7% | $3,952-2.7% |
| Admin fee / account holder | $850 | $5,282-83.9% | $7,495-88.7% | $6,261-86.4% |