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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 | $85,880 | $97,732-12.1% | $83,831+2.4% | $135,380-36.6% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | 6.50% | 1287.56%-1281.1pp | 850.99%-844.5pp | 519.81%-513.3pp |
| Employer contribution / active EE | $3,674 | $4,222-13.0% | $3,631+1.2% | $4,779-23.1% |
| Participant deferral / active EE | $9,963 | $4,683+112.8% | $4,082+144.1% | $5,609+77.6% |
| Admin fee / account holder | $31,072 | $6,675+365.5% | $5,479+467.1% | $10,828+187.0% |