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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 | $102,378 | $99,031+3.4% | $86,597+18.2% | $147,585-30.6% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 11.03% | 1312.56%-1301.5pp | 964.96%-953.9pp | 578.57%-567.5pp |
| Employer contribution / active EE | $2,301 | $3,132-26.5% | $2,840-19.0% | $4,876-52.8% |
| Participant deferral / active EE | $3,866 | $3,972-2.7% | $3,609+7.1% | $5,439-28.9% |
| Admin fee / account holder | $7,299 | $5,711+27.8% | $4,906+48.8% | $10,885-32.9% |