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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 | $115,605 | $156,963-26.3% | $121,204-4.6% | $139,466-17.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 11.98% | 1476.75%-1464.8pp | 987.18%-975.2pp | 373.66%-361.7pp |
| Employer contribution / active EE | $896 | $5,544-83.8% | $4,170-78.5% | $4,754-81.2% |
| Participant deferral / active EE | $2,590 | $4,848-46.6% | $4,083-36.6% | $6,712-61.4% |
| Admin fee / account holder | $57,776 | $6,953+730.9% | $5,651+922.4% | $11,409+406.4% |