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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 | $82,273 | $88,754-7.3% | $81,820+0.6% | $145,877-43.6% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 10.06% | 1031.77%-1021.7pp | 777.93%-767.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $9,526 | $3,085+208.8% | $2,915+226.8% | $4,663+104.3% |
| Participant deferral / active EE | $5,544 | $4,648+19.3% | $4,323+28.3% | $6,691-17.1% |
| Admin fee / account holder | $1,738 | $8,424-79.4% | $7,391-76.5% | $13,402-87.0% |