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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 | $88,778-78.4% | $81,844-76.6% | $145,884-86.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 9.53% | 1033.03%-1023.5pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,336 | $3,087-24.3% | $2,916-19.9% | $4,662-49.9% |
| Participant deferral / active EE | $5,919 | $4,648+27.3% | $4,323+36.9% | $6,690-11.5% |
| Admin fee / account holder | $8,658 | $8,430+2.7% | $7,355+17.7% | $13,392-35.4% |