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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 | $88,710+5.8% | $81,783+14.8% | $145,959-35.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.76% | 1027.26%-1007.5pp | 775.05%-755.3pp | 561.95%-542.2pp |
| Employer contribution / active EE | $1,057 | $3,083-65.7% | $2,913-63.7% | $4,661-77.3% |
| Participant deferral / active EE | $4,791 | $4,645+3.2% | $4,320+10.9% | $6,689-28.4% |
| Admin fee / account holder | $2,276 | $8,407-72.9% | $7,380-69.2% | $13,398-83.0% |