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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 | $61,165 | $88,754-31.1% | $81,820-25.2% | $145,877-58.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 22.81% | 1031.77%-1009.0pp | 777.93%-755.1pp | 551.28%-528.5pp |
| Employer contribution / active EE | $3,755 | $3,085+21.7% | $2,915+28.8% | $4,663-19.5% |
| Participant deferral / active EE | $5,202 | $4,648+11.9% | $4,323+20.4% | $6,691-22.2% |
| Admin fee / account holder | $2,754 | $8,424-67.3% | $7,391-62.7% | $13,402-79.5% |