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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 | $89,103 | $88,815+0.3% | $81,882+8.8% | $145,897-38.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 23.54% | 1033.75%-1010.2pp | 779.47%-755.9pp | 552.29%-528.8pp |
| Employer contribution / active EE | $2,051 | $3,086-33.5% | $2,916-29.6% | $4,663-56.0% |
| Participant deferral / active EE | $11,852 | $4,647+155.0% | $4,323+174.2% | $6,689+77.2% |
| Admin fee / account holder | $624 | $8,434-92.6% | $7,360-91.5% | $13,390-95.3% |