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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 | $123,251 | $88,815+38.8% | $81,882+50.5% | $145,897-15.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 13.20% | 1033.75%-1020.5pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,153 | $3,086+2.2% | $2,916+8.1% | $4,663-32.4% |
| Participant deferral / active EE | $5,000 | $4,647+7.6% | $4,323+15.7% | $6,689-25.3% |
| Admin fee / account holder | $703 | $8,434-91.7% | $7,360-90.4% | $13,390-94.7% |