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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 | $104,906 | $99,031+5.9% | $86,597+21.1% | $147,585-28.9% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 14.95% | 1312.56%-1297.6pp | 964.96%-950.0pp | 578.57%-563.6pp |
| Employer contribution / active EE | $3,989 | $3,132+27.4% | $2,840+40.5% | $4,876-18.2% |
| Participant deferral / active EE | $9,426 | $3,972+137.3% | $3,609+161.2% | $5,439+73.3% |
| Admin fee / account holder | $501 | $5,711-91.2% | $4,906-89.8% | $10,885-95.4% |