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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 | $70,374 | $99,011-28.9% | $86,582-18.7% | $147,586-52.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 12.53% | 1312.75%-1300.2pp | 965.08%-952.6pp | 578.59%-566.1pp |
| Employer contribution / active EE | $2,798 | $3,132-10.7% | $2,839-1.5% | $4,876-42.6% |
| Participant deferral / active EE | $2,979 | $3,972-25.0% | $3,609-17.4% | $5,439-45.2% |
| Admin fee / account holder | $12,532 | $5,709+119.5% | $4,904+155.5% | $10,886+15.1% |