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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 | $88,754+10.1% | $81,820+19.4% | $145,877-33.0% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 13.54% | 1031.77%-1018.2pp | 777.93%-764.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,097 | $3,085+0.4% | $2,915+6.2% | $4,663-33.6% |
| Participant deferral / active EE | $4,973 | $4,648+7.0% | $4,323+15.1% | $6,691-25.7% |
| Admin fee / account holder | $1,109 | $8,424-86.8% | $7,391-85.0% | $13,402-91.7% |