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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 | $61,289 | $97,759-37.3% | $83,849-26.9% | $135,377-54.7% |
| Participation rate | 95.8% | 79.9%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | 0.60% | 1287.41%-1286.8pp | 850.91%-850.3pp | 519.75%-519.2pp |
| Employer contribution / active EE | $2,720 | $4,222-35.6% | $3,631-25.1% | $4,779-43.1% |
| Participant deferral / active EE | $4,532 | $4,682-3.2% | $4,082+11.0% | $5,609-19.2% |
| Admin fee / account holder | $6,833 | $6,674+2.4% | $5,478+24.7% | $10,828-36.9% |