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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 | $102,275 | $88,815+15.2% | $81,882+24.9% | $145,897-29.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 11.37% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,692 | $3,086-12.8% | $2,916-7.7% | $4,663-42.3% |
| Participant deferral / active EE | $9,822 | $4,647+111.3% | $4,323+127.2% | $6,689+46.8% |
| Admin fee / account holder | $744 | $8,434-91.2% | $7,360-89.9% | $13,390-94.4% |