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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 | $88,710-65.9% | $81,783-63.0% | $145,959-79.3% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.13% | 1027.26%-1015.1pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,988 | $3,083-3.1% | $2,913+2.6% | $4,661-35.9% |
| Participant deferral / active EE | $7,459 | $4,645+60.6% | $4,320+72.6% | $6,689+11.5% |
| Admin fee / account holder | $448 | $8,407-94.7% | $7,380-93.9% | $13,398-96.7% |