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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 | $36,675 | $88,815-58.7% | $81,882-55.2% | $145,897-74.9% |
| Participation rate | 95.0% | 75.1%+19.9pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 12.13% | 1033.75%-1021.6pp | 779.47%-767.3pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,438 | $3,086-21.0% | $2,916-16.4% | $4,663-47.7% |
| Participant deferral / active EE | $5,708 | $4,647+22.8% | $4,323+32.0% | $6,689-14.7% |
| Admin fee / account holder | $3,914 | $8,434-53.6% | $7,360-46.8% | $13,390-70.8% |