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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 | $30,229 | $88,815-66.0% | $81,882-63.1% | $145,897-79.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.13% | 1033.75%-1021.6pp | 779.47%-767.3pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,988 | $3,086-3.2% | $2,916+2.5% | $4,663-35.9% |
| Participant deferral / active EE | $7,459 | $4,647+60.5% | $4,323+72.5% | $6,689+11.5% |
| Admin fee / account holder | $448 | $8,434-94.7% | $7,360-93.9% | $13,390-96.7% |