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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 | $63,556 | $88,778-28.4% | $81,844-22.3% | $145,884-56.4% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 14.38% | 1033.03%-1018.7pp | 778.87%-764.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,327 | $3,087-24.6% | $2,916-20.2% | $4,662-50.1% |
| Participant deferral / active EE | $8,281 | $4,648+78.2% | $4,323+91.5% | $6,690+23.8% |
| Admin fee / account holder | $2,522 | $8,430-70.1% | $7,355-65.7% | $13,392-81.2% |