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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 | $99,191 | $96,419+2.9% | $80,648+23.0% | $139,487-28.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 12.27% | 1352.86%-1340.6pp | 937.21%-924.9pp | 373.84%-361.6pp |
| Employer contribution / active EE | $2,602 | $3,261-20.2% | $2,724-4.5% | $4,755-45.3% |
| Participant deferral / active EE | $8,800 | $5,225+68.4% | $4,443+98.0% | $6,713+31.1% |
| Admin fee / account holder | $912 | $6,605-86.2% | $5,382-83.0% | $11,407-92.0% |