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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 | $94,856 | $100,895-6.0% | $90,430+4.9% | $158,950-40.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 11.33% | 1725.54%-1714.2pp | 1293.73%-1282.4pp | 302.91%-291.6pp |
| Employer contribution / active EE | $3,251 | $3,689-11.9% | $3,262-0.3% | $4,762-31.7% |
| Participant deferral / active EE | $4,718 | $4,347+8.5% | $3,963+19.1% | $5,983-21.1% |
| Admin fee / account holder | $736 | $6,505-88.7% | $5,613-86.9% | $11,248-93.5% |