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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 | $93,876 | $88,754+5.8% | $81,820+14.7% | $145,877-35.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 19.76% | 1031.77%-1012.0pp | 777.93%-758.2pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,057 | $3,085-65.7% | $2,915-63.7% | $4,663-77.3% |
| Participant deferral / active EE | $4,791 | $4,648+3.1% | $4,323+10.8% | $6,691-28.4% |
| Admin fee / account holder | $2,276 | $8,424-73.0% | $7,391-69.2% | $13,402-83.0% |