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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 | $28,654 | $88,815-67.7% | $81,882-65.0% | $145,897-80.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 14.08% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,779 | $3,086+22.4% | $2,916+29.6% | $4,663-19.0% |
| Participant deferral / active EE | $7,232 | $4,647+55.6% | $4,323+67.3% | $6,689+8.1% |
| Admin fee / account holder | $965 | $8,434-88.6% | $7,360-86.9% | $13,390-92.8% |