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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 | $62,775 | $85,766-26.8% | $136,298-53.9% | $70,126-10.5% |
| Participation rate | 76.4% | 74.2%+2.2pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 76.27% | 31.46%+44.8pp | 5156.27%-5080.0pp | 73.15%+3.1pp |
| Employer contribution / active EE | $880 | $2,966-70.3% | $4,696-81.3% | $2,343-62.4% |
| Participant deferral / active EE | $4,140 | $5,051-18.0% | $6,247-33.7% | $3,332+24.3% |
| Admin fee / account holder | $5,235 | $5,421-3.4% | $9,244-43.4% | $4,645+12.7% |