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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 | $89,676 | $99,011-9.4% | $86,582+3.6% | $147,586-39.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 9.95% | 1312.75%-1302.8pp | 965.08%-955.1pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,679 | $3,132-46.4% | $2,839-40.9% | $4,876-65.6% |
| Participant deferral / active EE | $1,017 | $3,972-74.4% | $3,609-71.8% | $5,439-81.3% |
| Admin fee / account holder | $60,281 | $5,709+955.9% | $4,904+1129.2% | $10,886+453.8% |