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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 | $130,138 | $88,702+46.7% | $81,780+59.1% | $145,978-10.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 17.06% | 1029.12%-1012.1pp | 776.27%-759.2pp | 550.52%-533.5pp |
| Employer contribution / active EE | $2,005 | $3,084-35.0% | $2,914-31.2% | $4,662-57.0% |
| Participant deferral / active EE | $8,236 | $4,645+77.3% | $4,321+90.6% | $6,690+23.1% |
| Admin fee / account holder | $5,980 | $8,414-28.9% | $7,384-19.0% | $13,400-55.4% |