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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 | $85,529 | $88,754-3.6% | $81,820+4.5% | $145,877-41.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 11.81% | 1031.77%-1020.0pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $4,296 | $3,085+39.2% | $2,915+47.4% | $4,663-7.9% |
| Participant deferral / active EE | $4,881 | $4,648+5.0% | $4,323+12.9% | $6,691-27.1% |
| Admin fee / account holder | $1,172 | $8,424-86.1% | $7,391-84.1% | $13,402-91.3% |