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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 | $56,780 | $99,031-42.7% | $86,597-34.4% | $147,585-61.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 12.70% | 1312.56%-1299.9pp | 964.96%-952.3pp | 578.57%-565.9pp |
| Employer contribution / active EE | $2,958 | $3,132-5.6% | $2,840+4.2% | $4,876-39.3% |
| Participant deferral / active EE | $6,501 | $3,972+63.6% | $3,609+80.1% | $5,439+19.5% |
| Admin fee / account holder | $1,512 | $5,711-73.5% | $4,906-69.2% | $10,885-86.1% |