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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 | $97,701 | $88,702+10.1% | $81,780+19.5% | $145,978-33.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 13.54% | 1029.12%-1015.6pp | 776.27%-762.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,097 | $3,084+0.4% | $2,914+6.3% | $4,662-33.6% |
| Participant deferral / active EE | $4,973 | $4,645+7.1% | $4,321+15.1% | $6,690-25.7% |
| Admin fee / account holder | $1,109 | $8,414-86.8% | $7,384-85.0% | $13,400-91.7% |