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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 | $156,927-26.3% | $121,169-4.6% | $139,456-17.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 11.98% | 1475.85%-1463.9pp | 986.71%-974.7pp | 373.45%-361.5pp |
| Employer contribution / active EE | $896 | $5,542-83.8% | $4,168-78.5% | $4,753-81.2% |
| Participant deferral / active EE | $2,590 | $4,848-46.6% | $4,083-36.6% | $6,711-61.4% |
| Admin fee / account holder | $57,776 | $6,946+731.8% | $5,645+923.4% | $11,407+406.5% |