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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 | $88,778+24.9% | $81,844+35.5% | $145,884-24.0% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 12.93% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $3,339 | $3,087+8.2% | $2,916+14.5% | $4,662-28.4% |
| Participant deferral / active EE | $8,280 | $4,648+78.1% | $4,323+91.5% | $6,690+23.8% |
| Admin fee / account holder | $1,065 | $8,430-87.4% | $7,355-85.5% | $13,392-92.0% |