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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 | $88,702+38.9% | $81,780+50.7% | $145,978-15.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 13.20% | 1029.12%-1015.9pp | 776.27%-763.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $3,153 | $3,084+2.2% | $2,914+8.2% | $4,662-32.4% |
| Participant deferral / active EE | $5,000 | $4,645+7.6% | $4,321+15.7% | $6,690-25.3% |
| Admin fee / account holder | $703 | $8,414-91.6% | $7,384-90.5% | $13,400-94.8% |