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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 | $70,289 | $99,011-29.0% | $86,582-18.8% | $147,586-52.4% |
| Participation rate | 70.8% | 76.3%-5.5pp | 73.5%-2.7pp | 82.8%-12.0pp |
| Annual return | 17.43% | 1312.75%-1295.3pp | 965.08%-947.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,285 | $3,132-27.1% | $2,839-19.5% | $4,876-53.1% |
| Participant deferral / active EE | $3,376 | $3,972-15.0% | $3,609-6.4% | $5,439-37.9% |
| Admin fee / account holder | $2,950 | $5,709-48.3% | $4,904-39.9% | $10,886-72.9% |