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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 | $92,884 | $88,778+4.6% | $81,844+13.5% | $145,884-36.3% |
| Participation rate | 81.3% | 75.1%+6.2pp | 72.4%+8.9pp | 80.3%+0.9pp |
| Annual return | 15.76% | 1033.03%-1017.3pp | 778.87%-763.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,634 | $3,087-47.1% | $2,916-44.0% | $4,662-64.9% |
| Participant deferral / active EE | $6,319 | $4,648+35.9% | $4,323+46.2% | $6,690-5.5% |
| Admin fee / account holder | $1,804 | $8,430-78.6% | $7,355-75.5% | $13,392-86.5% |