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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 | $65,946 | $100,911-34.6% | $90,440-27.1% | $158,966-58.5% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 10.32% | 1726.62%-1716.3pp | 1294.38%-1284.1pp | 302.95%-292.6pp |
| Employer contribution / active EE | $1,665 | $3,690-54.9% | $3,263-49.0% | $4,762-65.0% |
| Participant deferral / active EE | $5,695 | $4,348+31.0% | $3,964+43.7% | $5,983-4.8% |
| Admin fee / account holder | $28,913 | $6,507+344.3% | $5,615+414.9% | $11,250+157.0% |