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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 | $120,142 | $109,905+9.3% | $98,506+22.0% | $167,553-28.3% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 11.98% | 1960.20%-1948.2pp | 1494.92%-1482.9pp | 478.89%-466.9pp |
| Employer contribution / active EE | $1,168 | $3,226-63.8% | $2,961-60.6% | $4,840-75.9% |
| Participant deferral / active EE | $4,992 | $4,674+6.8% | $4,277+16.7% | $6,343-21.3% |
| Admin fee / account holder | $2,581 | $6,760-61.8% | $5,955-56.7% | $12,316-79.0% |