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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 | $74,610 | $73,546+1.4% | $63,018+18.4% | $147,586-49.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 13.29% | 175.56%-162.3pp | 87.62%-74.3pp | 578.59%-565.3pp |
| Employer contribution / active EE | $550 | $3,324-83.5% | $2,761-80.1% | $4,876-88.7% |
| Participant deferral / active EE | $923 | $4,185-77.9% | $3,330-72.3% | $5,439-83.0% |
| Admin fee / account holder | $17,189 | $5,956+188.6% | $3,601+377.4% | $10,886+57.9% |