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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 | $104,126 | $96,388+8.0% | $80,627+29.1% | $139,466-25.3% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 14.22% | 1352.08%-1337.9pp | 936.76%-922.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,822 | $3,260-44.1% | $2,723-33.1% | $4,754-61.7% |
| Participant deferral / active EE | $2,862 | $5,224-45.2% | $4,443-35.6% | $6,712-57.4% |
| Admin fee / account holder | $586 | $6,603-91.1% | $5,381-89.1% | $11,409-94.9% |