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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 | $94,560 | $171,867-45.0% | $149,721-36.8% | $147,586-35.9% |
| Participation rate | 89.5% | 88.2%+1.3pp | 87.1%+2.4pp | 82.8%+6.6pp |
| Annual return | 17.15% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $4,390 | $6,275-30.0% | $5,444-19.4% | $4,876-10.0% |
| Participant deferral / active EE | $5,601 | $7,270-23.0% | $6,568-14.7% | $5,439+3.0% |
| Admin fee / account holder | $680 | $13,799-95.1% | $11,282-94.0% | $10,886-93.8% |