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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 | $82,427 | $88,754-7.1% | $81,820+0.7% | $145,877-43.5% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 12.69% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,276 | $3,085+6.2% | $2,915+12.4% | $4,663-29.7% |
| Participant deferral / active EE | $4,335 | $4,648-6.7% | $4,323+0.3% | $6,691-35.2% |
| Admin fee / account holder | $43,523 | $8,424+416.7% | $7,391+488.9% | $13,402+224.7% |