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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 | $84,278 | $72,426+16.4% | $67,560+24.7% | $145,897-42.2% |
| Participation rate | 71.4% | 76.9%-5.5pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 12.09% | 7226.78%-7214.7pp | 3533.50%-3521.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,575 | $3,074-48.8% | $2,737-42.4% | $4,663-66.2% |
| Participant deferral / active EE | $3,152 | $4,785-34.1% | $4,004-21.3% | $6,689-52.9% |
| Admin fee / account holder | $3,669 | $5,514-33.5% | $3,994-8.1% | $13,390-72.6% |