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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 | $77,911 | $88,815-12.3% | $81,882-4.9% | $145,897-46.6% |
| Participation rate | 85.0% | 75.1%+9.9pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 11.99% | 1033.75%-1021.8pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,268 | $3,086-26.5% | $2,916-22.2% | $4,663-51.4% |
| Participant deferral / active EE | $6,242 | $4,647+34.3% | $4,323+44.4% | $6,689-6.7% |
| Admin fee / account holder | $1,366 | $8,434-83.8% | $7,360-81.4% | $13,390-89.8% |