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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 | $61,317 | $88,815-31.0% | $81,882-25.1% | $145,897-58.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 14.62% | 1033.75%-1019.1pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,544 | $3,086-17.6% | $2,916-12.8% | $4,663-45.4% |
| Participant deferral / active EE | $4,382 | $4,647-5.7% | $4,323+1.4% | $6,689-34.5% |
| Admin fee / account holder | $316 | $8,434-96.3% | $7,360-95.7% | $13,390-97.6% |