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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 | $35,822 | $99,011-63.8% | $86,582-58.6% | $147,586-75.7% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 9.01% | 1312.75%-1303.7pp | 965.08%-956.1pp | 578.59%-569.6pp |
| Employer contribution / active EE | $1,848 | $3,132-41.0% | $2,839-34.9% | $4,876-62.1% |
| Participant deferral / active EE | $3,671 | $3,972-7.6% | $3,609+1.7% | $5,439-32.5% |
| Admin fee / account holder | $2,439 | $5,709-57.3% | $4,904-50.3% | $10,886-77.6% |