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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 | $85,065 | $88,754-4.2% | $81,820+4.0% | $145,877-41.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.80% | 1031.77%-1020.0pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,141 | $3,085+1.8% | $2,915+7.7% | $4,663-32.6% |
| Participant deferral / active EE | $8,076 | $4,648+73.8% | $4,323+86.8% | $6,691+20.7% |
| Admin fee / account holder | $17,671 | $8,424+109.8% | $7,391+139.1% | $13,402+31.8% |