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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 | $70,879 | $72,071-1.7% | $68,368+3.7% | $137,256-48.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 20.44% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,326 | $2,788-52.5% | $2,649-50.0% | $4,156-68.1% |
| Participant deferral / active EE | $14,355 | $4,410+225.5% | $4,123+248.2% | $6,407+124.1% |
| Admin fee / account holder | $1,809 | $5,336-66.1% | $5,150-64.9% | $12,270-85.3% |