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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 | $88,702-20.9% | $81,780-14.2% | $145,978-52.0% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.4%+10.0pp | 80.3%+2.1pp |
| Annual return | 11.79% | 1029.12%-1017.3pp | 776.27%-764.5pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,118 | $3,084-31.3% | $2,914-27.3% | $4,662-54.6% |
| Participant deferral / active EE | $6,816 | $4,645+46.7% | $4,321+57.8% | $6,690+1.9% |
| Admin fee / account holder | $3,180 | $8,414-62.2% | $7,384-56.9% | $13,400-76.3% |