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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 | $21,213 | $88,710-76.1% | $81,783-74.1% | $145,959-85.5% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.4%+11.9pp | 80.3%+3.9pp |
| Annual return | 14.53% | 1027.26%-1012.7pp | 775.05%-760.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,005 | $3,083-35.0% | $2,913-31.1% | $4,661-57.0% |
| Participant deferral / active EE | $2,634 | $4,645-43.3% | $4,320-39.0% | $6,689-60.6% |
| Admin fee / account holder | $8,843 | $8,407+5.2% | $7,380+19.8% | $13,398-34.0% |