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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 | $31,943 | $88,815-64.0% | $81,882-61.0% | $145,897-78.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.53% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,417 | $3,086+10.7% | $2,916+17.2% | $4,663-26.7% |
| Participant deferral / active EE | $8,784 | $4,647+89.0% | $4,323+103.2% | $6,689+31.3% |
| Admin fee / account holder | $6,960 | $8,434-17.5% | $7,360-5.4% | $13,390-48.0% |