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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 | $77,443 | $109,872-29.5% | $98,483-21.4% | $167,536-53.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 26.36% | 1959.31%-1933.0pp | 1494.38%-1468.0pp | 478.82%-452.5pp |
| Employer contribution / active EE | $2,570 | $3,225-20.3% | $2,961-13.2% | $4,839-46.9% |
| Participant deferral / active EE | $2,961 | $4,673-36.6% | $4,276-30.8% | $6,342-53.3% |
| Admin fee / account holder | $12,653 | $6,757+87.3% | $5,953+112.6% | $12,315+2.7% |