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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 | $52,246 | $88,754-41.1% | $81,820-36.1% | $145,877-64.2% |
| Participation rate | 95.8% | 75.1%+20.8pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | 13.05% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,574 | $3,085+15.8% | $2,915+22.6% | $4,663-23.4% |
| Participant deferral / active EE | $8,480 | $4,648+82.5% | $4,323+96.2% | $6,691+26.8% |
| Admin fee / account holder | $9,996 | $8,424+18.7% | $7,391+35.2% | $13,402-25.4% |