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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 | $44,465 | $154,754-71.3% | $124,206-64.2% | $138,895-68.0% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.6%+18.7pp | 79.9%+8.3pp |
| Annual return | 11.69% | 709.28%-697.6pp | 515.27%-503.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,505 | $4,446-66.2% | $3,540-57.5% | $4,194-64.1% |
| Participant deferral / active EE | $5,230 | $4,621+13.2% | $3,968+31.8% | $6,396-18.2% |
| Admin fee / account holder | $907 | $6,690-86.4% | $5,929-84.7% | $12,562-92.8% |