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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 | $47,104 | $88,754-46.9% | $81,820-42.4% | $145,877-67.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.38% | 1031.77%-1020.4pp | 777.93%-766.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,709 | $3,085-12.2% | $2,915-7.1% | $4,663-41.9% |
| Participant deferral / active EE | $7,739 | $4,648+66.5% | $4,323+79.0% | $6,691+15.7% |
| Admin fee / account holder | $4,313 | $8,424-48.8% | $7,391-41.6% | $13,402-67.8% |