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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 | $102,127 | $124,187-17.8% | $108,410-5.8% | $167,518-39.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 11.36% | 1379.80%-1368.4pp | 905.34%-894.0pp | 478.71%-467.4pp |
| Employer contribution / active EE | $1,758 | $4,187-58.0% | $3,558-50.6% | $4,838-63.7% |
| Participant deferral / active EE | $6,193 | $6,908-10.3% | $6,562-5.6% | $6,342-2.3% |
| Admin fee / account holder | $34,231 | $9,456+262.0% | $7,296+369.2% | $12,312+178.0% |