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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 | $90,691+3.4% | $76,119+23.2% | $145,884-35.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 10.73% | 624.52%-613.8pp | 361.25%-350.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,908 | $3,329-42.7% | $2,693-29.1% | $4,662-59.1% |
| Participant deferral / active EE | $3,948 | $5,167-23.6% | $4,259-7.3% | $6,690-41.0% |
| Admin fee / account holder | $786 | $8,383-90.6% | $6,421-87.8% | $13,392-94.1% |