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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 | $74,874 | $90,606-17.4% | $79,466-5.8% | $135,379-44.7% |
| Participation rate | 78.3% | 76.0%+2.2pp | 73.3%+4.9pp | 82.6%-4.4pp |
| Annual return | 3.09% | 977.69%-974.6pp | 718.28%-715.2pp | 519.79%-516.7pp |
| Employer contribution / active EE | $1,668 | $3,068-45.6% | $2,800-40.4% | $4,779-65.1% |
| Participant deferral / active EE | $3,804 | $4,050-6.1% | $3,704+2.7% | $5,609-32.2% |
| Admin fee / account holder | $22,662 | $5,895+284.4% | $5,104+344.0% | $10,828+109.3% |