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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 | $88,815-11.6% | $81,882-4.2% | $145,897-46.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.59% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,969 | $3,086-3.8% | $2,916+1.8% | $4,663-36.3% |
| Participant deferral / active EE | $2,969 | $4,647-36.1% | $4,323-31.3% | $6,689-55.6% |
| Admin fee / account holder | $13,283 | $8,434+57.5% | $7,360+80.5% | $13,390-0.8% |