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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 | $99,138 | $102,595-3.4% | $94,057+5.4% | $154,746-35.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 19.13% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,292 | $3,147+4.6% | $2,933+12.2% | $4,379-24.8% |
| Participant deferral / active EE | $7,326 | $5,118+43.1% | $4,709+55.6% | $6,730+8.8% |
| Admin fee / account holder | $1,077 | $7,736-86.1% | $7,244-85.1% | $14,365-92.5% |