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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 | $78,477 | $88,754-11.6% | $81,820-4.1% | $145,877-46.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.59% | 1031.77%-1021.2pp | 777.93%-767.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,969 | $3,085-3.8% | $2,915+1.8% | $4,663-36.3% |
| Participant deferral / active EE | $2,969 | $4,648-36.1% | $4,323-31.3% | $6,691-55.6% |
| Admin fee / account holder | $13,283 | $8,424+57.7% | $7,391+79.7% | $13,402-0.9% |