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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 | $70,731 | $185,225-61.8% | $142,898-50.5% | $167,553-57.8% |
| Participation rate | 83.3% | 78.5%+4.9pp | 72.0%+11.4pp | 82.1%+1.2pp |
| Annual return | 13.24% | 8558.12%-8544.9pp | 5639.64%-5626.4pp | 478.89%-465.7pp |
| Employer contribution / active EE | $1,235 | $5,607-78.0% | $4,146-70.2% | $4,840-74.5% |
| Participant deferral / active EE | $2,998 | $4,496-33.3% | $3,838-21.9% | $6,343-52.7% |
| Admin fee / account holder | $5,099 | $8,032-36.5% | $6,560-22.3% | $12,316-58.6% |