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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 | $127,802 | $109,872+16.3% | $98,483+29.8% | $167,536-23.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 11.34% | 1959.31%-1948.0pp | 1494.38%-1483.0pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,177 | $3,225-32.5% | $2,961-26.5% | $4,839-55.0% |
| Participant deferral / active EE | $6,400 | $4,673+36.9% | $4,276+49.7% | $6,342+0.9% |
| Admin fee / account holder | $2,188 | $6,757-67.6% | $5,953-63.2% | $12,315-82.2% |