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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 | $97,116 | $173,526-44.0% | $136,072-28.6% | $145,884-33.4% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.4%+7.8pp | 80.3%+3.9pp |
| Annual return | 14.80% | 1167.12%-1152.3pp | 580.46%-565.7pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,624 | $5,285-50.3% | $4,216-37.7% | $4,662-43.7% |
| Participant deferral / active EE | $5,953 | $8,711-31.7% | $7,028-15.3% | $6,690-11.0% |
| Admin fee / account holder | $2,867 | $9,665-70.3% | $6,718-57.3% | $13,392-78.6% |