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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 | $8,665 | $88,815-90.2% | $81,882-89.4% | $145,897-94.1% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 15.65% | 1033.75%-1018.1pp | 779.47%-763.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,924 | $3,086-5.3% | $2,916+0.3% | $4,663-37.3% |
| Participant deferral / active EE | $3,117 | $4,647-32.9% | $4,323-27.9% | $6,689-53.4% |
| Admin fee / account holder | $559 | $8,434-93.4% | $7,360-92.4% | $13,390-95.8% |