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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 | $94,271 | $76,368+23.4% | $67,681+39.3% | $154,746-39.1% |
| Participation rate | 78.6% | 79.0%-0.4pp | 73.7%+4.8pp | 80.7%-2.1pp |
| Annual return | 11.82% | 1066.77%-1055.0pp | 590.58%-578.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,788 | $3,151-43.3% | $2,678-33.2% | $4,379-59.2% |
| Participant deferral / active EE | $6,596 | $4,824+36.7% | $3,976+65.9% | $6,730-2.0% |
| Admin fee / account holder | $27,264 | $8,559+218.5% | $6,100+347.0% | $14,365+89.8% |