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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 | $54,655 | $109,905-50.3% | $98,506-44.5% | $167,553-67.4% |
| Participation rate | 73.9% | 75.8%-1.9pp | 73.3%+0.6pp | 82.1%-8.2pp |
| Annual return | 17.78% | 1960.20%-1942.4pp | 1494.92%-1477.1pp | 478.89%-461.1pp |
| Employer contribution / active EE | $1,811 | $3,226-43.9% | $2,961-38.9% | $4,840-62.6% |
| Participant deferral / active EE | $10,528 | $4,674+125.2% | $4,277+146.2% | $6,343+66.0% |
| Admin fee / account holder | $8,233 | $6,760+21.8% | $5,955+38.3% | $12,316-33.2% |