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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 | $109,731 | $102,696+6.8% | $86,235+27.2% | $139,487-21.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 11.04% | 1925.91%-1914.9pp | 1170.03%-1159.0pp | 373.84%-362.8pp |
| Employer contribution / active EE | $3,992 | $3,034+31.6% | $2,381+67.7% | $4,755-16.0% |
| Participant deferral / active EE | $4,603 | $4,679-1.6% | $3,987+15.5% | $6,713-31.4% |
| Admin fee / account holder | $5,624 | $8,667-35.1% | $6,856-18.0% | $11,407-50.7% |