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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 | $28,774 | $88,754-67.6% | $81,820-64.8% | $145,877-80.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 10.08% | 1031.77%-1021.7pp | 777.93%-767.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $3,168 | $3,085+2.7% | $2,915+8.7% | $4,663-32.1% |
| Participant deferral / active EE | $3,168 | $4,648-31.8% | $4,323-26.7% | $6,691-52.6% |
| Admin fee / account holder | $4,412 | $8,424-47.6% | $7,391-40.3% | $13,402-67.1% |