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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 | $47,923 | $76,368-37.2% | $67,681-29.2% | $154,746-69.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 12.54% | 1066.77%-1054.2pp | 590.58%-578.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,448 | $3,151-54.0% | $2,678-45.9% | $4,379-66.9% |
| Participant deferral / active EE | $4,823 | $4,8240% | $3,976+21.3% | $6,730-28.3% |
| Admin fee / account holder | $8,895 | $8,559+3.9% | $6,100+45.8% | $14,365-38.1% |