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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 | $58,265 | $84,685-31.2% | $73,836-21.1% | $125,389-53.5% |
| Participation rate | 84.2% | 76.8%+7.4pp | 73.4%+10.8pp | 83.2%+1.0pp |
| Annual return | 1.45% | 3123.80%-3122.3pp | 2268.06%-2266.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,716 | $3,123-13.0% | $2,787-2.5% | $4,866-44.2% |
| Participant deferral / active EE | $3,282 | $3,993-17.8% | $3,583-8.4% | $5,352-38.7% |
| Admin fee / account holder | $7,059 | $5,694+24.0% | $4,882+44.6% | $9,541-26.0% |