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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 | $88,702-63.5% | $81,780-60.4% | $145,978-77.8% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 11.07% | 1029.12%-1018.1pp | 776.27%-765.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,553 | $3,084-49.7% | $2,914-46.7% | $4,662-66.7% |
| Participant deferral / active EE | $5,181 | $4,645+11.5% | $4,321+19.9% | $6,690-22.6% |
| Admin fee / account holder | $3,702 | $8,414-56.0% | $7,384-49.9% | $13,400-72.4% |