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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 | $58,736 | $180,749-67.5% | $160,784-63.5% | $137,256-57.2% |
| Participation rate | 81.3% | 80.0%+1.3pp | 77.0%+4.3pp | 80.0%+1.3pp |
| Annual return | 10.39% | 2234.46%-2224.1pp | 1803.92%-1793.5pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,922 | $4,155-29.7% | $3,733-21.7% | $4,156-29.7% |
| Participant deferral / active EE | $6,443 | $6,844-5.9% | $6,293+2.4% | $6,407+0.6% |
| Admin fee / account holder | $72,625 | $10,397+598.5% | $9,717+647.4% | $12,270+491.9% |