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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 | $77,978 | $88,754-12.1% | $81,820-4.7% | $145,877-46.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 13.95% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,452 | $3,085-20.5% | $2,915-15.9% | $4,663-47.4% |
| Participant deferral / active EE | $3,882 | $4,648-16.5% | $4,323-10.2% | $6,691-42.0% |
| Admin fee / account holder | $4,002 | $8,424-52.5% | $7,391-45.9% | $13,402-70.1% |