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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 | $62,415 | $70,121-11.0% | $63,803-2.2% | $138,895-55.1% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 14.15% | 946.48%-932.3pp | 543.72%-529.6pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,523 | $2,882-12.5% | $2,532-0.4% | $4,194-39.9% |
| Participant deferral / active EE | $2,574 | $4,535-43.2% | $3,843-33.0% | $6,396-59.8% |
| Admin fee / account holder | $937 | $6,738-86.1% | $5,196-82.0% | $12,562-92.5% |