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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 | $59,093 | $99,009-40.3% | $86,581-31.7% | $147,585-60.0% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 13.68% | 1312.70%-1299.0pp | 965.06%-951.4pp | 578.58%-564.9pp |
| Employer contribution / active EE | $2,201 | $3,132-29.7% | $2,840-22.5% | $4,876-54.9% |
| Participant deferral / active EE | $3,559 | $3,972-10.4% | $3,609-1.4% | $5,439-34.6% |
| Admin fee / account holder | $2,330 | $5,709-59.2% | $4,904-52.5% | $10,886-78.6% |