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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 | $88,778-11.6% | $81,844-4.1% | $145,884-46.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.59% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,969 | $3,087-3.8% | $2,916+1.8% | $4,662-36.3% |
| Participant deferral / active EE | $2,969 | $4,648-36.1% | $4,323-31.3% | $6,690-55.6% |
| Admin fee / account holder | $13,283 | $8,430+57.6% | $7,355+80.6% | $13,392-0.8% |