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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 | $23,477 | $88,815-73.6% | $81,882-71.3% | $145,897-83.9% |
| Participation rate | 91.3% | 75.1%+16.2pp | 72.4%+18.9pp | 80.3%+11.0pp |
| Annual return | 15.58% | 1033.75%-1018.2pp | 779.47%-763.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,585 | $3,086-16.2% | $2,916-11.4% | $4,663-44.6% |
| Participant deferral / active EE | $5,235 | $4,647+12.7% | $4,323+21.1% | $6,689-21.7% |
| Admin fee / account holder | $341 | $8,434-96.0% | $7,360-95.4% | $13,390-97.5% |