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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 | $59,046 | $88,754-33.5% | $81,820-27.8% | $145,877-59.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 9.68% | 1031.77%-1022.1pp | 777.93%-768.3pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,891 | $3,085-6.3% | $2,915-0.8% | $4,663-38.0% |
| Participant deferral / active EE | $8,813 | $4,648+89.6% | $4,323+103.9% | $6,691+31.7% |
| Admin fee / account holder | $2,220 | $8,424-73.6% | $7,391-70.0% | $13,402-83.4% |