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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 | $92,204 | $97,732-5.7% | $83,831+10.0% | $135,381-31.9% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | 5.07% | 1287.56%-1282.5pp | 850.99%-845.9pp | 519.81%-514.7pp |
| Employer contribution / active EE | $3,796 | $4,222-10.1% | $3,631+4.5% | $4,779-20.6% |
| Participant deferral / active EE | $1,858 | $4,683-60.3% | $4,082-54.5% | $5,609-66.9% |
| Admin fee / account holder | $3,665 | $6,675-45.1% | $5,479-33.1% | $10,828-66.2% |