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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 | $109,385 | $92,684+18.0% | $82,706+32.3% | $134,509-18.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 12.90% | 945.84%-932.9pp | 701.76%-688.9pp | 418.13%-405.2pp |
| Employer contribution / active EE | $2,847 | $3,272-13.0% | $3,007-5.3% | $4,741-39.9% |
| Participant deferral / active EE | $6,585 | $4,800+37.2% | $4,394+49.9% | $6,400+2.9% |
| Admin fee / account holder | $3,972 | $5,982-33.6% | $5,329-25.5% | $11,427-65.2% |