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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 | $98,769 | $88,778+11.3% | $81,844+20.7% | $145,884-32.3% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 9.77% | 1033.03%-1023.3pp | 778.87%-769.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,949 | $3,087-36.9% | $2,916-33.2% | $4,662-58.2% |
| Participant deferral / active EE | $5,408 | $4,648+16.4% | $4,323+25.1% | $6,690-19.2% |
| Admin fee / account holder | $8,517 | $8,430+1.0% | $7,355+15.8% | $13,392-36.4% |