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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 | $105,695 | $102,635+3.0% | $86,209+22.6% | $139,456-24.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 17.73% | 1923.53%-1905.8pp | 1169.05%-1151.3pp | 373.45%-355.7pp |
| Employer contribution / active EE | $3,829 | $3,034+26.2% | $2,381+60.8% | $4,753-19.4% |
| Participant deferral / active EE | $5,119 | $4,677+9.4% | $3,986+28.4% | $6,711-23.7% |
| Admin fee / account holder | $8,975 | $8,661+3.6% | $6,853+31.0% | $11,407-21.3% |