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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 | $69,944 | $88,778-21.2% | $81,844-14.5% | $145,884-52.1% |
| Participation rate | 70.6% | 75.1%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 17.92% | 1033.03%-1015.1pp | 778.87%-761.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $932 | $3,087-69.8% | $2,916-68.0% | $4,662-80.0% |
| Participant deferral / active EE | $1,476 | $4,648-68.2% | $4,323-65.9% | $6,690-77.9% |
| Admin fee / account holder | $8,671 | $8,430+2.9% | $7,355+17.9% | $13,392-35.3% |