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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 | $71,169 | $88,815-19.9% | $81,882-13.1% | $145,897-51.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 13.65% | 1033.75%-1020.1pp | 779.47%-765.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,133 | $3,086+1.5% | $2,916+7.5% | $4,663-32.8% |
| Participant deferral / active EE | $6,354 | $4,647+36.7% | $4,323+47.0% | $6,689-5.0% |
| Admin fee / account holder | $1,177 | $8,434-86.0% | $7,360-84.0% | $13,390-91.2% |