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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 | $109,539 | $88,702+23.5% | $81,780+33.9% | $145,978-25.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 20.77% | 1029.12%-1008.4pp | 776.27%-755.5pp | 550.52%-529.8pp |
| Employer contribution / active EE | $2,896 | $3,084-6.1% | $2,914-0.6% | $4,662-37.9% |
| Participant deferral / active EE | $6,823 | $4,645+46.9% | $4,321+57.9% | $6,690+2.0% |
| Admin fee / account holder | $5,755 | $8,414-31.6% | $7,384-22.1% | $13,400-57.1% |