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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 | $67,442 | $100,938-33.2% | $90,461-25.4% | $158,982-57.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 17.85% | 1727.20%-1709.4pp | 1294.76%-1276.9pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,489 | $3,691-32.6% | $3,264-23.8% | $4,763-47.7% |
| Participant deferral / active EE | $3,280 | $4,350-24.6% | $3,964-17.3% | $5,983-45.2% |
| Admin fee / account holder | $680 | $6,510-89.6% | $5,617-87.9% | $11,252-94.0% |