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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 | $89,201 | $88,754+0.5% | $81,820+9.0% | $145,877-38.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 15.07% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,389 | $3,085+9.8% | $2,915+16.3% | $4,663-27.3% |
| Participant deferral / active EE | $8,237 | $4,648+77.2% | $4,323+90.6% | $6,691+23.1% |
| Admin fee / account holder | $939 | $8,424-88.9% | $7,391-87.3% | $13,402-93.0% |