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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 | $89,455 | $96,388-7.2% | $80,627+10.9% | $139,466-35.9% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 20.00% | 1352.08%-1332.1pp | 936.76%-916.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,860 | $3,260-42.9% | $2,723-31.7% | $4,754-60.9% |
| Participant deferral / active EE | $6,890 | $5,224+31.9% | $4,443+55.1% | $6,712+2.6% |
| Admin fee / account holder | $2,288 | $6,603-65.4% | $5,381-57.5% | $11,409-79.9% |