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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 | $91,613 | $156,927-41.6% | $121,169-24.4% | $139,456-34.3% |
| Participation rate | 70.8% | 76.4%-5.6pp | 69.5%+1.3pp | 80.3%-9.5pp |
| Annual return | 13.93% | 1475.85%-1461.9pp | 986.71%-972.8pp | 373.45%-359.5pp |
| Employer contribution / active EE | $864 | $5,542-84.4% | $4,168-79.3% | $4,753-81.8% |
| Participant deferral / active EE | $2,759 | $4,848-43.1% | $4,083-32.4% | $6,711-58.9% |
| Admin fee / account holder | $4,224 | $6,946-39.2% | $5,645-25.2% | $11,407-63.0% |