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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 | $24,913 | $124,175-79.9% | $108,405-77.0% | $167,553-85.1% |
| Participation rate | 72.2% | 82.3%-10.1pp | 80.1%-7.9pp | 82.1%-9.9pp |
| Annual return | 13.64% | 1380.13%-1366.5pp | 905.55%-891.9pp | 478.89%-465.3pp |
| Employer contribution / active EE | $2,682 | $4,188-35.9% | $3,559-24.6% | $4,840-44.6% |
| Participant deferral / active EE | $4,891 | $6,908-29.2% | $6,563-25.5% | $6,343-22.9% |
| Admin fee / account holder | $2,377 | $9,457-74.9% | $7,297-67.4% | $12,316-80.7% |