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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 | $21,987 | $88,815-75.2% | $81,882-73.1% | $145,897-84.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.26% | 1033.75%-1019.5pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,853 | $3,086-39.9% | $2,916-36.4% | $4,663-60.2% |
| Participant deferral / active EE | $5,747 | $4,647+23.7% | $4,323+32.9% | $6,689-14.1% |
| Admin fee / account holder | $1,570 | $8,434-81.4% | $7,360-78.7% | $13,390-88.3% |