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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 | $63,356 | $101,653-37.7% | $147,080-56.9% | $74,459-14.9% |
| Participation rate | 74.3% | 75.6%-1.3pp | 82.2%-7.9pp | 67.2%+7.1pp |
| Annual return | 23.39% | 8754.98%-8731.6pp | 420.17%-396.8pp | 1369.70%-1346.3pp |
| Employer contribution / active EE | $4,521 | $3,813+18.6% | $4,933-8.4% | $2,626+72.2% |
| Participant deferral / active EE | $8,995 | $7,304+23.1% | $8,066+11.5% | $4,350+106.8% |
| Admin fee / account holder | $8,505 | $1,752+385.6% | $12,989-34.5% | $1,945+337.3% |