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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 | $89,793 | $96,388-6.8% | $80,627+11.4% | $139,466-35.6% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 15.18% | 1352.08%-1336.9pp | 936.76%-921.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $5,606 | $3,260+72.0% | $2,723+105.9% | $4,754+17.9% |
| Participant deferral / active EE | $3,642 | $5,224-30.3% | $4,443-18.0% | $6,712-45.7% |
| Admin fee / account holder | $1,113 | $6,603-83.1% | $5,381-79.3% | $11,409-90.2% |