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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 | $71,257 | $100,938-29.4% | $90,461-21.2% | $158,982-55.2% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.2pp |
| Annual return | 16.14% | 1727.20%-1711.1pp | 1294.76%-1278.6pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,789 | $3,691-24.5% | $3,264-14.6% | $4,763-41.4% |
| Participant deferral / active EE | $2,076 | $4,350-52.3% | $3,964-47.6% | $5,983-65.3% |
| Admin fee / account holder | $501 | $6,510-92.3% | $5,617-91.1% | $11,252-95.5% |