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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 | $92,321 | $51,184+80.4% | $66,439+39.0% | $86,983+6.1% |
| Participation rate | 97.4% | 68.5%+28.9pp | 74.5%+22.9pp | 69.5%+27.8pp |
| Annual return | 11.07% | 17.07%-6.0pp | 757.66%-746.6pp | 25.83%-14.8pp |
| Employer contribution / active EE | $1,487 | $2,023-26.5% | $2,637-43.6% | $2,584-42.5% |
| Participant deferral / active EE | $2,131 | $2,927-27.2% | $3,876-45.0% | $4,194-49.2% |
| Admin fee / account holder | $1,578 | $4,154-62.0% | $6,173-74.4% | $7,856-79.9% |