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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 | $62,080 | $82,630-24.9% | $64,105-3.2% | $125,389-50.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | 0.68% | 1489.72%-1489.0pp | 791.24%-790.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $3,262 | $2,671+22.1% | $1,820+79.2% | $4,866-33.0% |
| Participant deferral / active EE | $5,869 | $3,608+62.7% | $2,822+108.0% | $5,352+9.7% |
| Admin fee / account holder | $1,023 | $6,382-84.0% | $4,499-77.3% | $9,541-89.3% |