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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 | $108,545 | $88,815+22.2% | $81,882+32.6% | $145,897-25.6% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 17.27% | 1033.75%-1016.5pp | 779.47%-762.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,888 | $3,086-38.8% | $2,916-35.3% | $4,663-59.5% |
| Participant deferral / active EE | $6,329 | $4,647+36.2% | $4,323+46.4% | $6,689-5.4% |
| Admin fee / account holder | $3,049 | $8,434-63.9% | $7,360-58.6% | $13,390-77.2% |