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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 | $44,791 | $88,710-49.5% | $81,783-45.2% | $145,959-69.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 11.43% | 1027.26%-1015.8pp | 775.05%-763.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,305 | $3,083-57.7% | $2,913-55.2% | $4,661-72.0% |
| Participant deferral / active EE | $7,145 | $4,645+53.8% | $4,320+65.4% | $6,689+6.8% |
| Admin fee / account holder | $1,223 | $8,407-85.4% | $7,380-83.4% | $13,398-90.9% |