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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 | $62,400 | $171,492-63.6% | $150,734-58.6% | $198,609-68.6% |
| Participation rate | 92.9% | 81.4%+11.4pp | 78.4%+14.4pp | 82.4%+10.5pp |
| Annual return | 4.57% | 804.70%-800.1pp | 600.81%-596.2pp | 202.70%-198.1pp |
| Employer contribution / active EE | $4,437 | $5,470-18.9% | $4,918-9.8% | $5,055-12.2% |
| Participant deferral / active EE | $7,626 | $6,259+21.8% | $5,610+35.9% | $6,977+9.3% |
| Admin fee / account holder | $121,653 | $17,628+590.1% | $14,905+716.2% | $19,030+539.3% |