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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 | $88,702-48.8% | $81,780-44.4% | $145,978-68.9% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.4%+8.9pp | 80.3%+1.0pp |
| Annual return | 12.83% | 1029.12%-1016.3pp | 776.27%-763.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $10,010 | $3,084+224.5% | $2,914+243.5% | $4,662+114.7% |
| Participant deferral / active EE | $5,007 | $4,645+7.8% | $4,321+15.9% | $6,690-25.1% |
| Admin fee / account holder | $561 | $8,414-93.3% | $7,384-92.4% | $13,400-95.8% |