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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 | $72,446+16.3% | $67,561+24.7% | $145,877-42.2% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 12.09% | 7211.98%-7199.9pp | 3525.44%-3513.4pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,575 | $3,072-48.7% | $2,735-42.4% | $4,663-66.2% |
| Participant deferral / active EE | $3,152 | $4,785-34.1% | $4,003-21.3% | $6,691-52.9% |
| Admin fee / account holder | $3,669 | $5,541-33.8% | $4,006-8.4% | $13,402-72.6% |