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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 | $60,145 | $96,388-37.6% | $80,627-25.4% | $139,466-56.9% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 11.19% | 1352.08%-1340.9pp | 936.76%-925.6pp | 373.66%-362.5pp |
| Employer contribution / active EE | $2,083 | $3,260-36.1% | $2,723-23.5% | $4,754-56.2% |
| Participant deferral / active EE | $4,481 | $5,224-14.2% | $4,443+0.9% | $6,712-33.2% |
| Admin fee / account holder | $33,291 | $6,603+404.2% | $5,381+518.7% | $11,409+191.8% |