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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 | $88,710+38.9% | $81,783+50.7% | $145,959-15.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 13.20% | 1027.26%-1014.1pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $3,153 | $3,083+2.3% | $2,913+8.3% | $4,661-32.3% |
| Participant deferral / active EE | $5,000 | $4,645+7.6% | $4,320+15.7% | $6,689-25.2% |
| Admin fee / account holder | $703 | $8,407-91.6% | $7,380-90.5% | $13,398-94.8% |