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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 | $77,770 | $88,778-12.4% | $81,844-5.0% | $145,884-46.7% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 10.68% | 1033.03%-1022.4pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,939 | $3,087-37.2% | $2,916-33.5% | $4,662-58.4% |
| Participant deferral / active EE | $5,641 | $4,648+21.4% | $4,323+30.5% | $6,690-15.7% |
| Admin fee / account holder | $4,269 | $8,430-49.4% | $7,355-42.0% | $13,392-68.1% |