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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 | $70,131 | $88,778-21.0% | $81,844-14.3% | $145,884-51.9% |
| Participation rate | 82.4% | 75.1%+7.3pp | 72.4%+10.0pp | 80.3%+2.1pp |
| Annual return | 11.79% | 1033.03%-1021.2pp | 778.87%-767.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,118 | $3,087-31.4% | $2,916-27.4% | $4,662-54.6% |
| Participant deferral / active EE | $6,816 | $4,648+46.6% | $4,323+57.7% | $6,690+1.9% |
| Admin fee / account holder | $3,180 | $8,430-62.3% | $7,355-56.8% | $13,392-76.3% |