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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 | $34,896 | $88,778-60.7% | $81,844-57.4% | $145,884-76.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 10.87% | 1033.03%-1022.2pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,689 | $3,087-45.3% | $2,916-42.1% | $4,662-63.8% |
| Participant deferral / active EE | $3,898 | $4,648-16.1% | $4,323-9.8% | $6,690-41.7% |
| Admin fee / account holder | $1,890 | $8,430-77.6% | $7,355-74.3% | $13,392-85.9% |