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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 | $19,186 | $88,710-78.4% | $81,783-76.5% | $145,959-86.9% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 9.53% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,336 | $3,083-24.2% | $2,913-19.8% | $4,661-49.9% |
| Participant deferral / active EE | $5,919 | $4,645+27.4% | $4,320+37.0% | $6,689-11.5% |
| Admin fee / account holder | $8,658 | $8,407+3.0% | $7,380+17.3% | $13,398-35.4% |