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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 | $76,383 | $99,079-22.9% | $78,002-2.1% | $273,972-72.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 5.13% | 217.93%-212.8pp | 425.99%-420.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $6,532 | $3,308+97.5% | $2,470+164.4% | $4,869+34.2% |
| Participant deferral / active EE | $2,623 | $4,306-39.1% | $3,497-25.0% | $5,287-50.4% |
| Admin fee / account holder | $1,987 | $8,954-77.8% | $5,481-63.8% | $10,133-80.4% |