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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 | $36,525 | $88,702-58.8% | $81,780-55.3% | $145,978-75.0% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 16.04% | 1029.12%-1013.1pp | 776.27%-760.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,623 | $3,084-47.4% | $2,914-44.3% | $4,662-65.2% |
| Participant deferral / active EE | $4,687 | $4,645+0.9% | $4,321+8.5% | $6,690-29.9% |
| Admin fee / account holder | $3,338 | $8,414-60.3% | $7,384-54.8% | $13,400-75.1% |