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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 | $106,198 | $180,462-41.2% | $154,111-31.1% | $135,379-21.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 1.85% | 888.17%-886.3pp | 735.18%-733.3pp | 519.79%-517.9pp |
| Employer contribution / active EE | $2,853 | $6,036-52.7% | $5,298-46.1% | $4,779-40.3% |
| Participant deferral / active EE | $5,174 | $5,806-10.9% | $5,081+1.8% | $5,609-7.8% |
| Admin fee / account holder | $3,027 | $16,145-81.2% | $13,411-77.4% | $10,828-72.0% |