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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 | $93,356 | $96,361-3.1% | $80,607+15.8% | $139,456-33.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 31.17% | 1350.95%-1319.8pp | 936.11%-904.9pp | 373.45%-342.3pp |
| Employer contribution / active EE | $1,628 | $3,262-50.1% | $2,724-40.2% | $4,753-65.7% |
| Participant deferral / active EE | $4,645 | $5,232-11.2% | $4,448+4.4% | $6,711-30.8% |
| Admin fee / account holder | $1,053 | $6,601-84.0% | $5,379-80.4% | $11,407-90.8% |