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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 | $55,416 | $76,519-27.6% | $56,025-1.1% | $145,897-62.0% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 8.19% | 3017.03%-3008.8pp | 1712.69%-1704.5pp | 552.29%-544.1pp |
| Employer contribution / active EE | $952 | $1,383-31.2% | $1,042-8.6% | $4,663-79.6% |
| Participant deferral / active EE | $5,350 | $2,624+103.9% | $1,955+173.7% | $6,689-20.0% |
| Admin fee / account holder | $1,348 | $3,331-59.5% | $2,828-52.4% | $13,390-89.9% |