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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 | $88,702-28.3% | $81,780-22.3% | $145,978-56.5% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.4%+0.4pp | 80.3%-7.6pp |
| Annual return | 14.38% | 1029.12%-1014.7pp | 776.27%-761.9pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,327 | $3,084-24.5% | $2,914-20.1% | $4,662-50.1% |
| Participant deferral / active EE | $8,281 | $4,645+78.3% | $4,321+91.7% | $6,690+23.8% |
| Admin fee / account holder | $2,522 | $8,414-70.0% | $7,384-65.9% | $13,400-81.2% |