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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 | $69,843 | $76,368-8.5% | $67,681+3.2% | $154,746-54.9% |
| Participation rate | 81.8% | 79.0%+2.9pp | 73.7%+8.1pp | 80.7%+1.1pp |
| Annual return | 10.12% | 1066.77%-1056.7pp | 590.58%-580.5pp | 172.34%-162.2pp |
| Employer contribution / active EE | $3,643 | $3,151+15.6% | $2,678+36.0% | $4,379-16.8% |
| Participant deferral / active EE | $1,569 | $4,824-67.5% | $3,976-60.5% | $6,730-76.7% |
| Admin fee / account holder | $2,204 | $8,559-74.3% | $6,100-63.9% | $14,365-84.7% |