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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 | $90,771 | $60,454+50.1% | $81,844+10.9% | $74,459+21.9% |
| Participation rate | 70.1% | 63.0%+7.1pp | 72.4%-2.3pp | 67.2%+2.9pp |
| Annual return | 12.28% | 16.87%-4.6pp | 778.87%-766.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,036 | $2,630-60.6% | $2,916-64.5% | $2,626-60.5% |
| Participant deferral / active EE | $1,726 | $3,398-49.2% | $4,323-60.1% | $4,350-60.3% |
| Admin fee / account holder | $12,514 | $1,490+739.7% | $7,355+70.1% | $1,945+543.5% |