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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 | $124,187-79.9% | $108,410-77.0% | $167,518-85.1% |
| Participation rate | 72.2% | 82.3%-10.1pp | 80.1%-7.9pp | 82.1%-9.9pp |
| Annual return | 13.64% | 1379.80%-1366.2pp | 905.34%-891.7pp | 478.71%-465.1pp |
| Employer contribution / active EE | $2,682 | $4,187-35.9% | $3,558-24.6% | $4,838-44.6% |
| Participant deferral / active EE | $4,891 | $6,908-29.2% | $6,562-25.5% | $6,342-22.9% |
| Admin fee / account holder | $2,377 | $9,456-74.9% | $7,296-67.4% | $12,312-80.7% |