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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 | $88,754+15.2% | $81,820+25.0% | $145,877-29.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 11.37% | 1031.77%-1020.4pp | 777.93%-766.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,692 | $3,085-12.8% | $2,915-7.7% | $4,663-42.3% |
| Participant deferral / active EE | $9,822 | $4,648+111.3% | $4,323+127.2% | $6,691+46.8% |
| Admin fee / account holder | $744 | $8,424-91.2% | $7,391-89.9% | $13,402-94.5% |