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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 | $95,061 | $88,754+7.1% | $81,820+16.2% | $145,877-34.8% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 12.83% | 1031.77%-1018.9pp | 777.93%-765.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,823 | $3,085-40.9% | $2,915-37.5% | $4,663-60.9% |
| Participant deferral / active EE | $4,984 | $4,648+7.2% | $4,323+15.3% | $6,691-25.5% |
| Admin fee / account holder | $869 | $8,424-89.7% | $7,391-88.2% | $13,402-93.5% |