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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 | $63,753 | $88,778-28.2% | $81,844-22.1% | $145,884-56.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 9.57% | 1033.03%-1023.5pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $979 | $3,087-68.3% | $2,916-66.4% | $4,662-79.0% |
| Participant deferral / active EE | $7,052 | $4,648+51.7% | $4,323+63.1% | $6,690+5.4% |
| Admin fee / account holder | $5,753 | $8,430-31.8% | $7,355-21.8% | $13,392-57.0% |