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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 | $23,584 | $88,778-73.4% | $81,844-71.2% | $145,884-83.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.96% | 1033.03%-1021.1pp | 778.87%-766.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,287 | $3,087-58.3% | $2,916-55.9% | $4,662-72.4% |
| Participant deferral / active EE | $3,704 | $4,648-20.3% | $4,323-14.3% | $6,690-44.6% |
| Admin fee / account holder | $39,547 | $8,430+369.1% | $7,355+437.7% | $13,392+195.3% |