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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 | $96,801 | $90,606+6.8% | $79,466+21.8% | $135,379-28.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 10.07% | 977.69%-967.6pp | 718.28%-708.2pp | 519.79%-509.7pp |
| Employer contribution / active EE | $6,830 | $3,068+122.6% | $2,800+143.9% | $4,779+42.9% |
| Participant deferral / active EE | $5,934 | $4,050+46.5% | $3,704+60.2% | $5,609+5.8% |
| Admin fee / account holder | $1,441 | $5,895-75.6% | $5,104-71.8% | $10,828-86.7% |