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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 | $72,291 | $102,696-29.6% | $86,235-16.2% | $139,487-48.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 11.23% | 1925.91%-1914.7pp | 1170.03%-1158.8pp | 373.84%-362.6pp |
| Employer contribution / active EE | $2,547 | $3,034-16.1% | $2,381+7.0% | $4,755-46.4% |
| Participant deferral / active EE | $7,169 | $4,679+53.2% | $3,987+79.8% | $6,713+6.8% |
| Admin fee / account holder | $1,754 | $8,667-79.8% | $6,856-74.4% | $11,407-84.6% |