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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 | $61,180 | $76,368-19.9% | $67,681-9.6% | $154,746-60.5% |
| Participation rate | 76.5% | 79.0%-2.5pp | 73.7%+2.7pp | 80.7%-4.2pp |
| Annual return | 10.80% | 1066.77%-1056.0pp | 590.58%-579.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $3,060 | $3,151-2.9% | $2,678+14.2% | $4,379-30.1% |
| Participant deferral / active EE | $1,709 | $4,824-64.6% | $3,976-57.0% | $6,730-74.6% |
| Admin fee / account holder | $386 | $8,559-95.5% | $6,100-93.7% | $14,365-97.3% |