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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 | $66,129 | $88,754-25.5% | $81,820-19.2% | $145,877-54.7% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 11.54% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,018 | $3,085-34.6% | $2,915-30.8% | $4,663-56.7% |
| Participant deferral / active EE | $5,696 | $4,648+22.6% | $4,323+31.8% | $6,691-14.9% |
| Admin fee / account holder | $314 | $8,424-96.3% | $7,391-95.8% | $13,402-97.7% |