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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 | $13,824 | $96,419-85.7% | $80,648-82.9% | $139,487-90.1% |
| Participation rate | 70.6% | 73.6%-3.1pp | 67.0%+3.6pp | 80.3%-9.7pp |
| Annual return | 17.00% | 1352.86%-1335.9pp | 937.21%-920.2pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,628 | $3,261-50.1% | $2,724-40.2% | $4,755-65.8% |
| Participant deferral / active EE | $2,517 | $5,225-51.8% | $4,443-43.4% | $6,713-62.5% |
| Admin fee / account holder | $909 | $6,605-86.2% | $5,382-83.1% | $11,407-92.0% |