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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 | $88,754+38.9% | $81,820+50.6% | $145,877-15.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 13.20% | 1031.77%-1018.6pp | 777.93%-764.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,153 | $3,085+2.2% | $2,915+8.2% | $4,663-32.4% |
| Participant deferral / active EE | $5,000 | $4,648+7.6% | $4,323+15.7% | $6,691-25.3% |
| Admin fee / account holder | $703 | $8,424-91.7% | $7,391-90.5% | $13,402-94.8% |