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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 | $51,089 | $90,607-43.6% | $79,467-35.7% | $135,380-62.3% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | 11.22% | 977.74%-966.5pp | 718.30%-707.1pp | 519.81%-508.6pp |
| Employer contribution / active EE | $3,643 | $3,068+18.8% | $2,800+30.1% | $4,779-23.8% |
| Participant deferral / active EE | $8,325 | $4,050+105.5% | $3,704+124.8% | $5,609+48.4% |
| Admin fee / account holder | $1,254 | $5,895-78.7% | $5,104-75.4% | $10,828-88.4% |