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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 | $49,709 | $88,710-44.0% | $81,783-39.2% | $145,959-65.9% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.25% | 1027.26%-1015.0pp | 775.05%-762.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $6,789 | $3,083+120.2% | $2,913+133.1% | $4,661+45.7% |
| Participant deferral / active EE | $5,325 | $4,645+14.6% | $4,320+23.3% | $6,689-20.4% |
| Admin fee / account holder | $514 | $8,407-93.9% | $7,380-93.0% | $13,398-96.2% |