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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 | $34,428 | $88,754-61.2% | $81,820-57.9% | $145,877-76.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.95% | 1031.77%-1020.8pp | 777.93%-767.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,213 | $3,085+4.1% | $2,915+10.2% | $4,663-31.1% |
| Participant deferral / active EE | $9,332 | $4,648+100.8% | $4,323+115.9% | $6,691+39.5% |
| Admin fee / account holder | $22,690 | $8,424+169.4% | $7,391+207.0% | $13,402+69.3% |