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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 | $68,460 | $72,426-5.5% | $67,560+1.3% | $145,897-53.1% |
| Participation rate | 90.5% | 76.9%+13.6pp | 72.9%+17.5pp | 80.3%+10.2pp |
| Annual return | 9.31% | 7226.78%-7217.5pp | 3533.50%-3524.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $853 | $3,074-72.2% | $2,737-68.8% | $4,663-81.7% |
| Participant deferral / active EE | $1,966 | $4,785-58.9% | $4,004-50.9% | $6,689-70.6% |
| Admin fee / account holder | $1,566 | $5,514-71.6% | $3,994-60.8% | $13,390-88.3% |