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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 | $110,871 | $88,702+25.0% | $81,780+35.6% | $145,978-24.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 12.93% | 1029.12%-1016.2pp | 776.27%-763.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $3,339 | $3,084+8.3% | $2,914+14.6% | $4,662-28.4% |
| Participant deferral / active EE | $8,280 | $4,645+78.2% | $4,321+91.6% | $6,690+23.8% |
| Admin fee / account holder | $1,065 | $8,414-87.3% | $7,384-85.6% | $13,400-92.1% |