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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 | $68,480 | $88,778-22.9% | $81,844-16.3% | $145,884-53.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.59% | 1033.03%-1017.4pp | 778.87%-763.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,265 | $3,087-59.0% | $2,916-56.6% | $4,662-72.9% |
| Participant deferral / active EE | $4,998 | $4,648+7.5% | $4,323+15.6% | $6,690-25.3% |
| Admin fee / account holder | $7,703 | $8,430-8.6% | $7,355+4.7% | $13,392-42.5% |