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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 | $115,286 | $88,778+29.9% | $81,844+40.9% | $145,884-21.0% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 14.59% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,336 | $3,087-56.7% | $2,916-54.2% | $4,662-71.3% |
| Participant deferral / active EE | $3,247 | $4,648-30.1% | $4,323-24.9% | $6,690-51.5% |
| Admin fee / account holder | $3,291 | $8,430-61.0% | $7,355-55.3% | $13,392-75.4% |