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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 | $64,975 | $51,184+26.9% | $66,439-2.2% | $86,983-25.3% |
| Participation rate | 92.6% | 68.5%+24.1pp | 74.5%+18.1pp | 69.5%+23.1pp |
| Annual return | 14.73% | 17.07%-2.3pp | 757.66%-742.9pp | 25.83%-11.1pp |
| Employer contribution / active EE | $3,062 | $2,023+51.4% | $2,637+16.1% | $2,584+18.5% |
| Participant deferral / active EE | $3,062 | $2,927+4.6% | $3,876-21.0% | $4,194-27.0% |
| Admin fee / account holder | $758 | $4,154-81.7% | $6,173-87.7% | $7,856-90.3% |