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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 | $49,129 | $88,754-44.6% | $81,820-40.0% | $145,877-66.3% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 10.03% | 1031.77%-1021.7pp | 777.93%-767.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,297 | $3,085-58.0% | $2,915-55.5% | $4,663-72.2% |
| Participant deferral / active EE | $2,543 | $4,648-45.3% | $4,323-41.2% | $6,691-62.0% |
| Admin fee / account holder | $9,080 | $8,424+7.8% | $7,391+22.9% | $13,402-32.3% |