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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 | $51,107 | $88,778-42.4% | $81,844-37.6% | $145,884-65.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 18.20% | 1033.03%-1014.8pp | 778.87%-760.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,453 | $3,087-20.6% | $2,916-15.9% | $4,662-47.4% |
| Participant deferral / active EE | $6,262 | $4,648+34.7% | $4,323+44.8% | $6,690-6.4% |
| Admin fee / account holder | $498 | $8,430-94.1% | $7,355-93.2% | $13,392-96.3% |