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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 | $60,845 | $99,011-38.5% | $86,582-29.7% | $147,586-58.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 13.03% | 1312.75%-1299.7pp | 965.08%-952.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $3,008 | $3,132-4.0% | $2,839+5.9% | $4,876-38.3% |
| Participant deferral / active EE | $8,258 | $3,972+107.9% | $3,609+128.8% | $5,439+51.8% |
| Admin fee / account holder | $6,423 | $5,709+12.5% | $4,904+31.0% | $10,886-41.0% |