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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 | $93,787 | $90,489+3.6% | $76,051+23.3% | $145,978-35.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.73% | 622.78%-612.1pp | 360.42%-349.7pp | 550.52%-539.8pp |
| Employer contribution / active EE | $1,908 | $3,319-42.5% | $2,690-29.0% | $4,662-59.1% |
| Participant deferral / active EE | $3,948 | $5,164-23.6% | $4,257-7.3% | $6,690-41.0% |
| Admin fee / account holder | $786 | $8,374-90.6% | $6,416-87.7% | $13,400-94.1% |