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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 | $27,548 | $88,778-69.0% | $81,844-66.3% | $145,884-81.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.04% | 1033.03%-1023.0pp | 778.87%-768.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,219 | $3,087-28.1% | $2,916-23.9% | $4,662-52.4% |
| Participant deferral / active EE | $6,520 | $4,648+40.3% | $4,323+50.8% | $6,690-2.5% |
| Admin fee / account holder | $2,762 | $8,430-67.2% | $7,355-62.4% | $13,392-79.4% |