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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 | $65,248 | $104,924-37.8% | $84,623-22.9% | $152,885-57.3% |
| Participation rate | 91.3% | 74.8%+16.5pp | 68.2%+23.1pp | 82.5%+8.9pp |
| Annual return | 11.25% | 373.82%-362.6pp | 258.77%-247.5pp | 345.39%-334.1pp |
| Employer contribution / active EE | $2,868 | $3,302-13.2% | $2,652+8.1% | $4,763-39.8% |
| Participant deferral / active EE | $5,497 | $4,689+17.2% | $3,899+41.0% | $5,851-6.0% |
| Admin fee / account holder | $71,655 | $6,242+1048.0% | $4,913+1358.5% | $11,598+517.8% |