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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 | $45,429 | $88,815-48.8% | $81,882-44.5% | $145,897-68.9% |
| Participation rate | 81.3% | 75.1%+6.2pp | 72.4%+8.9pp | 80.3%+0.9pp |
| Annual return | 12.83% | 1033.75%-1020.9pp | 779.47%-766.6pp | 552.29%-539.5pp |
| Employer contribution / active EE | $10,010 | $3,086+224.3% | $2,916+243.3% | $4,663+114.7% |
| Participant deferral / active EE | $5,007 | $4,647+7.7% | $4,323+15.8% | $6,689-25.1% |
| Admin fee / account holder | $561 | $8,434-93.3% | $7,360-92.4% | $13,390-95.8% |