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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 | $16,669 | $99,011-83.2% | $86,582-80.7% | $147,586-88.7% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 15.31% | 1312.75%-1297.4pp | 965.08%-949.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,654 | $3,132-15.3% | $2,839-6.5% | $4,876-45.6% |
| Participant deferral / active EE | $2,698 | $3,972-32.1% | $3,609-25.2% | $5,439-50.4% |
| Admin fee / account holder | $3,443 | $5,709-39.7% | $4,904-29.8% | $10,886-68.4% |