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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 | $28,710 | $88,778-67.7% | $81,844-64.9% | $145,884-80.3% |
| Participation rate | 85.0% | 75.1%+9.9pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 10.53% | 1033.03%-1022.5pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,670 | $3,087-13.5% | $2,916-8.5% | $4,662-42.7% |
| Participant deferral / active EE | $6,314 | $4,648+35.8% | $4,323+46.0% | $6,690-5.6% |
| Admin fee / account holder | $5,164 | $8,430-38.7% | $7,355-29.8% | $13,392-61.4% |