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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 | $95,534 | $102,595-6.9% | $94,057+1.6% | $154,746-38.3% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 23.21% | 583.42%-560.2pp | 480.62%-457.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $3,070 | $3,147-2.5% | $2,933+4.7% | $4,379-29.9% |
| Participant deferral / active EE | $7,180 | $5,118+40.3% | $4,709+52.5% | $6,730+6.7% |
| Admin fee / account holder | $1,004 | $7,736-87.0% | $7,244-86.1% | $14,365-93.0% |