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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 | $20,260 | $88,815-77.2% | $81,882-75.3% | $145,897-86.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 11.80% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,666 | $3,086-13.6% | $2,916-8.6% | $4,663-42.8% |
| Participant deferral / active EE | $5,191 | $4,647+11.7% | $4,323+20.1% | $6,689-22.4% |
| Admin fee / account holder | $9,298 | $8,434+10.2% | $7,360+26.3% | $13,390-30.6% |