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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 | $59,852 | $169,336-64.7% | $129,384-53.7% | $145,884-59.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 10.86% | 14408.70%-14397.8pp | 9461.77%-9450.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,316 | $5,540-76.2% | $4,153-68.3% | $4,662-71.8% |
| Participant deferral / active EE | $2,042 | $4,985-59.0% | $4,166-51.0% | $6,690-69.5% |
| Admin fee / account holder | $13,939 | $9,912+40.6% | $7,686+81.4% | $13,392+4.1% |