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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 | $88,815-47.0% | $81,882-42.5% | $145,897-67.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.38% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,709 | $3,086-12.2% | $2,916-7.1% | $4,663-41.9% |
| Participant deferral / active EE | $7,739 | $4,647+66.5% | $4,323+79.0% | $6,689+15.7% |
| Admin fee / account holder | $4,313 | $8,434-48.9% | $7,360-41.4% | $13,390-67.8% |