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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 | $88,778+0.5% | $81,844+9.0% | $145,884-38.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 15.07% | 1033.03%-1018.0pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,389 | $3,087+9.8% | $2,916+16.2% | $4,662-27.3% |
| Participant deferral / active EE | $8,237 | $4,648+77.2% | $4,323+90.5% | $6,690+23.1% |
| Admin fee / account holder | $939 | $8,430-88.9% | $7,355-87.2% | $13,392-93.0% |