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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 | $88,702+5.8% | $81,780+14.8% | $145,978-35.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.76% | 1029.12%-1009.4pp | 776.27%-756.5pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,057 | $3,084-65.7% | $2,914-63.7% | $4,662-77.3% |
| Participant deferral / active EE | $4,791 | $4,645+3.1% | $4,321+10.9% | $6,690-28.4% |
| Admin fee / account holder | $2,276 | $8,414-72.9% | $7,384-69.2% | $13,400-83.0% |