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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 | $50,789 | $88,778-42.8% | $81,844-37.9% | $145,884-65.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.56% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,164 | $3,087-29.9% | $2,916-25.8% | $4,662-53.6% |
| Participant deferral / active EE | $3,803 | $4,648-18.2% | $4,323-12.0% | $6,690-43.1% |
| Admin fee / account holder | $494 | $8,430-94.1% | $7,355-93.3% | $13,392-96.3% |