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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 | $32,403 | $88,778-63.5% | $81,844-60.4% | $145,884-77.8% |
| Participation rate | 77.3% | 75.1%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 11.07% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,553 | $3,087-49.7% | $2,916-46.8% | $4,662-66.7% |
| Participant deferral / active EE | $5,181 | $4,648+11.5% | $4,323+19.8% | $6,690-22.6% |
| Admin fee / account holder | $3,702 | $8,430-56.1% | $7,355-49.7% | $13,392-72.4% |