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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 | $65,594 | $76,368-14.1% | $67,681-3.1% | $154,746-57.6% |
| Participation rate | 81.8% | 79.0%+2.9pp | 73.7%+8.1pp | 80.7%+1.1pp |
| Annual return | 10.55% | 1066.77%-1056.2pp | 590.58%-580.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,466 | $3,151-53.5% | $2,678-45.3% | $4,379-66.5% |
| Participant deferral / active EE | $3,001 | $4,824-37.8% | $3,976-24.5% | $6,730-55.4% |
| Admin fee / account holder | $3,895 | $8,559-54.5% | $6,100-36.1% | $14,365-72.9% |