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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 | $96,702 | $58,391+65.6% | $76,657+26.1% | $72,975+32.5% |
| Participation rate | 96.4% | 67.4%+29.1pp | 72.1%+24.3pp | 69.5%+26.9pp |
| Annual return | 31.90% | 2306.65%-2274.7pp | 1166.74%-1134.8pp | 81.01%-49.1pp |
| Employer contribution / active EE | $1,245 | $1,787-30.3% | $2,303-45.9% | $2,440-49.0% |
| Participant deferral / active EE | $4,473 | $2,690+66.2% | $3,335+34.1% | $3,608+24.0% |
| Admin fee / account holder | $3,114 | $4,014-22.4% | $6,423-51.5% | $5,124-39.2% |