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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 | $32,371 | $88,815-63.6% | $81,882-60.5% | $145,897-77.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 21.45% | 1033.75%-1012.3pp | 779.47%-758.0pp | 552.29%-530.8pp |
| Employer contribution / active EE | $1,932 | $3,086-37.4% | $2,916-33.7% | $4,663-58.6% |
| Participant deferral / active EE | $5,775 | $4,647+24.3% | $4,323+33.6% | $6,689-13.7% |
| Admin fee / account holder | $2,643 | $8,434-68.7% | $7,360-64.1% | $13,390-80.3% |