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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 | $104,089 | $88,754+17.3% | $81,820+27.2% | $145,877-28.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 10.74% | 1031.77%-1021.0pp | 777.93%-767.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,970 | $3,085-3.7% | $2,915+1.9% | $4,663-36.3% |
| Participant deferral / active EE | $11,158 | $4,648+140.1% | $4,323+158.1% | $6,691+66.8% |
| Admin fee / account holder | $1,162 | $8,424-86.2% | $7,391-84.3% | $13,402-91.3% |