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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 | $79,978 | $88,754-9.9% | $81,820-2.3% | $145,877-45.2% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 11.39% | 1031.77%-1020.4pp | 777.93%-766.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,373 | $3,085-23.1% | $2,915-18.6% | $4,663-49.1% |
| Participant deferral / active EE | $7,381 | $4,648+58.8% | $4,323+70.7% | $6,691+10.3% |
| Admin fee / account holder | $8,737 | $8,424+3.7% | $7,391+18.2% | $13,402-34.8% |