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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 | $88,754+0.4% | $81,820+8.9% | $145,877-38.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 23.54% | 1031.77%-1008.2pp | 777.93%-754.4pp | 551.28%-527.7pp |
| Employer contribution / active EE | $2,051 | $3,085-33.5% | $2,915-29.6% | $4,663-56.0% |
| Participant deferral / active EE | $11,852 | $4,648+155.0% | $4,323+174.2% | $6,691+77.1% |
| Admin fee / account holder | $624 | $8,424-92.6% | $7,391-91.6% | $13,402-95.3% |