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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 | $69,355 | $73,546-5.7% | $63,018+10.1% | $147,586-53.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 12.53% | 175.56%-163.0pp | 87.62%-75.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,401 | $3,324-57.8% | $2,761-49.2% | $4,876-71.3% |
| Participant deferral / active EE | $1,401 | $4,185-66.5% | $3,330-57.9% | $5,439-74.2% |
| Admin fee / account holder | $2,839 | $5,956-52.3% | $3,601-21.2% | $10,886-73.9% |