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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 | $62,220 | $82,630-24.7% | $64,105-2.9% | $125,389-50.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | 5.59% | 1489.72%-1484.1pp | 791.24%-785.7pp | 282.24%-276.7pp |
| Employer contribution / active EE | $2,121 | $2,671-20.6% | $1,820+16.5% | $4,866-56.4% |
| Participant deferral / active EE | $6,606 | $3,608+83.1% | $2,822+134.1% | $5,352+23.4% |
| Admin fee / account holder | $32,583 | $6,382+410.6% | $4,499+624.2% | $9,541+241.5% |