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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 | $77,978 | $88,710-12.1% | $81,783-4.7% | $145,959-46.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 13.95% | 1027.26%-1013.3pp | 775.05%-761.1pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,452 | $3,083-20.5% | $2,913-15.8% | $4,661-47.4% |
| Participant deferral / active EE | $3,882 | $4,645-16.4% | $4,320-10.1% | $6,689-42.0% |
| Admin fee / account holder | $4,002 | $8,407-52.4% | $7,380-45.8% | $13,398-70.1% |