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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 | $33,650 | $88,815-62.1% | $81,882-58.9% | $145,897-76.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 10.33% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,938 | $3,086-4.8% | $2,916+0.8% | $4,663-37.0% |
| Participant deferral / active EE | $3,484 | $4,647-25.0% | $4,323-19.4% | $6,689-47.9% |
| Admin fee / account holder | $819 | $8,434-90.3% | $7,360-88.9% | $13,390-93.9% |