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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 | $90,707 | $88,815+2.1% | $81,882+10.8% | $145,897-37.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 10.93% | 1033.75%-1022.8pp | 779.47%-768.5pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,324 | $3,086-57.1% | $2,916-54.6% | $4,663-71.6% |
| Participant deferral / active EE | $3,643 | $4,647-21.6% | $4,323-15.7% | $6,689-45.5% |
| Admin fee / account holder | $1,500 | $8,434-82.2% | $7,360-79.6% | $13,390-88.8% |