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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 | $23,748 | $88,815-73.3% | $81,882-71.0% | $145,897-83.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 11.72% | 1033.75%-1022.0pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,261 | $3,086+5.7% | $2,916+11.8% | $4,663-30.1% |
| Participant deferral / active EE | $8,886 | $4,647+91.2% | $4,323+105.5% | $6,689+32.8% |
| Admin fee / account holder | $3,433 | $8,434-59.3% | $7,360-53.4% | $13,390-74.4% |