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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 | $60,616 | $72,465-16.4% | $67,575-10.3% | $145,884-58.4% |
| Participation rate | 82.4% | 76.9%+5.5pp | 72.9%+9.4pp | 80.3%+2.1pp |
| Annual return | 14.16% | 7222.56%-7208.4pp | 3528.98%-3514.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $648 | $3,074-78.9% | $2,736-76.3% | $4,662-86.1% |
| Participant deferral / active EE | $1,424 | $4,786-70.2% | $4,003-64.4% | $6,690-78.7% |
| Admin fee / account holder | $6,606 | $5,515+19.8% | $3,993+65.4% | $13,392-50.7% |