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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 | $59,296 | $88,754-33.2% | $81,820-27.5% | $145,877-59.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 13.83% | 1031.77%-1017.9pp | 777.93%-764.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $5,485 | $3,085+77.8% | $2,915+88.2% | $4,663+17.6% |
| Participant deferral / active EE | $11,389 | $4,648+145.0% | $4,323+163.5% | $6,691+70.2% |
| Admin fee / account holder | $9,803 | $8,424+16.4% | $7,391+32.6% | $13,402-26.9% |