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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 | $88,815-49.6% | $81,882-45.3% | $145,897-69.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 11.43% | 1033.75%-1022.3pp | 779.47%-768.0pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,305 | $3,086-57.7% | $2,916-55.3% | $4,663-72.0% |
| Participant deferral / active EE | $7,145 | $4,647+53.7% | $4,323+65.3% | $6,689+6.8% |
| Admin fee / account holder | $1,223 | $8,434-85.5% | $7,360-83.4% | $13,390-90.9% |