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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 | $99,943 | $88,710+12.7% | $81,783+22.2% | $145,959-31.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.82% | 1027.26%-1017.4pp | 775.05%-765.2pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,249 | $3,083+5.4% | $2,913+11.5% | $4,661-30.3% |
| Participant deferral / active EE | $4,334 | $4,645-6.7% | $4,320+0.3% | $6,689-35.2% |
| Admin fee / account holder | $4,923 | $8,407-41.4% | $7,380-33.3% | $13,398-63.3% |