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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 | $64,111 | $68,097-5.9% | $62,929+1.9% | $137,256-53.3% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 15.51% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $686 | $2,811-75.6% | $2,505-72.6% | $4,156-83.5% |
| Participant deferral / active EE | $1,408 | $4,553-69.1% | $3,888-63.8% | $6,407-78.0% |
| Admin fee / account holder | $1,031 | $6,521-84.2% | $5,065-79.6% | $12,270-91.6% |