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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 | $69,202 | $97,761-29.2% | $83,850-17.5% | $135,382-48.9% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | 10.86% | 1287.44%-1276.6pp | 850.92%-840.1pp | 519.77%-508.9pp |
| Employer contribution / active EE | $2,164 | $4,222-48.7% | $3,631-40.4% | $4,779-54.7% |
| Participant deferral / active EE | $4,873 | $4,682+4.1% | $4,082+19.4% | $5,609-13.1% |
| Admin fee / account holder | $649 | $6,674-90.3% | $5,478-88.1% | $10,829-94.0% |