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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 | $146,438 | $104,544+40.1% | $76,657+91.0% | $152,897-4.2% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.1%+5.7pp | 82.5%-4.7pp |
| Annual return | 13.69% | 1014.36%-1000.7pp | 1166.74%-1153.0pp | 345.43%-331.7pp |
| Employer contribution / active EE | $2,572 | $3,118-17.5% | $2,303+11.7% | $4,764-46.0% |
| Participant deferral / active EE | $4,479 | $4,236+5.7% | $3,335+34.3% | $5,851-23.4% |
| Admin fee / account holder | $2,424 | $12,286-80.3% | $6,423-62.3% | $11,599-79.1% |