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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 | $115,286 | $88,702+30.0% | $81,780+41.0% | $145,978-21.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.4%+12.3pp | 80.3%+4.3pp |
| Annual return | 14.59% | 1029.12%-1014.5pp | 776.27%-761.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,336 | $3,084-56.7% | $2,914-54.1% | $4,662-71.3% |
| Participant deferral / active EE | $3,247 | $4,645-30.1% | $4,321-24.8% | $6,690-51.5% |
| Admin fee / account holder | $3,291 | $8,414-60.9% | $7,384-55.4% | $13,400-75.4% |