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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 | $60,377 | $57,305+5.4% | $86,640-30.3% | $75,173-19.7% |
| Participation rate | 74.3% | 63.2%+11.1pp | 71.7%+2.6pp | 67.2%+7.1pp |
| Annual return | 13.91% | 2674.24%-2660.3pp | 592.52%-578.6pp | 160.72%-146.8pp |
| Employer contribution / active EE | $719 | $2,316-68.9% | $3,024-76.2% | $2,671-73.1% |
| Participant deferral / active EE | $2,005 | $3,320-39.6% | $4,438-54.8% | $4,126-51.4% |
| Admin fee / account holder | $24,804 | $4,116+502.6% | $5,616+341.7% | $5,651+339.0% |