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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 | $36,819 | $88,815-58.5% | $81,882-55.0% | $145,897-74.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.03% | 1033.75%-1023.7pp | 779.47%-769.4pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,082 | $3,086-32.5% | $2,916-28.6% | $4,663-55.4% |
| Participant deferral / active EE | $4,487 | $4,647-3.4% | $4,323+3.8% | $6,689-32.9% |
| Admin fee / account holder | $6,364 | $8,434-24.5% | $7,360-13.5% | $13,390-52.5% |