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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 | $64,787 | $97,761-33.7% | $83,850-22.7% | $135,382-52.1% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | 1.87% | 1287.44%-1285.6pp | 850.92%-849.1pp | 519.77%-517.9pp |
| Employer contribution / active EE | $3,082 | $4,222-27.0% | $3,631-15.1% | $4,779-35.5% |
| Participant deferral / active EE | $5,325 | $4,682+13.7% | $4,082+30.5% | $5,609-5.1% |
| Admin fee / account holder | $2,304 | $6,674-65.5% | $5,478-57.9% | $10,829-78.7% |