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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 | $166,968 | $88,815+88.0% | $81,882+103.9% | $145,897+14.4% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 12.96% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $3,085 | $3,0860% | $2,916+5.8% | $4,663-33.8% |
| Participant deferral / active EE | $5,477 | $4,647+17.9% | $4,323+26.7% | $6,689-18.1% |
| Admin fee / account holder | $1,505 | $8,434-82.2% | $7,360-79.6% | $13,390-88.8% |