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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 | $88,710+15.3% | $81,783+25.1% | $145,959-29.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 11.37% | 1027.26%-1015.9pp | 775.05%-763.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,692 | $3,083-12.7% | $2,913-7.6% | $4,661-42.2% |
| Participant deferral / active EE | $9,822 | $4,645+111.5% | $4,320+127.3% | $6,689+46.8% |
| Admin fee / account holder | $744 | $8,407-91.2% | $7,380-89.9% | $13,398-94.4% |