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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 | $83,950 | $82,630+1.6% | $64,105+31.0% | $125,389-33.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 68.2%+21.8pp | 83.2%+6.8pp |
| Annual return | 0.86% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $616 | $2,671-76.9% | $1,820-66.1% | $4,866-87.3% |
| Participant deferral / active EE | $3,552 | $3,608-1.6% | $2,822+25.9% | $5,352-33.6% |
| Admin fee / account holder | $7,953 | $6,382+24.6% | $4,499+76.8% | $9,541-16.6% |