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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 | $11,102 | $88,778-87.5% | $81,844-86.4% | $145,884-92.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 13.74% | 1033.03%-1019.3pp | 778.87%-765.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,011 | $3,087-67.3% | $2,916-65.3% | $4,662-78.3% |
| Participant deferral / active EE | $3,421 | $4,648-26.4% | $4,323-20.9% | $6,690-48.9% |
| Admin fee / account holder | $5,195 | $8,430-38.4% | $7,355-29.4% | $13,392-61.2% |