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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 | $107,155 | $88,710+20.8% | $81,783+31.0% | $145,959-26.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 23.95% | 1027.26%-1003.3pp | 775.05%-751.1pp | 561.95%-538.0pp |
| Employer contribution / active EE | $3,000 | $3,083-2.7% | $2,913+3.0% | $4,661-35.6% |
| Participant deferral / active EE | $11,410 | $4,645+145.6% | $4,320+164.1% | $6,689+70.6% |
| Admin fee / account holder | $2,963 | $8,407-64.8% | $7,380-59.9% | $13,398-77.9% |