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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 | $51,132 | $82,630-38.1% | $64,105-20.2% | $125,389-59.2% |
| Participation rate | 78.9% | 75.9%+3.1pp | 68.2%+10.8pp | 83.2%-4.2pp |
| Annual return | 1.23% | 1489.72%-1488.5pp | 791.24%-790.0pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,533 | $2,671-42.6% | $1,820-15.7% | $4,866-68.5% |
| Participant deferral / active EE | $3,290 | $3,608-8.8% | $2,822+16.6% | $5,352-38.5% |
| Admin fee / account holder | $8,677 | $6,382+36.0% | $4,499+92.8% | $9,541-9.1% |