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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 | $23,194 | $76,368-69.6% | $67,681-65.7% | $154,746-85.0% |
| Participation rate | 86.4% | 79.0%+7.4pp | 73.7%+12.6pp | 80.7%+5.7pp |
| Annual return | 17.32% | 1066.77%-1049.5pp | 590.58%-573.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,090 | $3,151-65.4% | $2,678-59.3% | $4,379-75.1% |
| Participant deferral / active EE | $3,895 | $4,824-19.3% | $3,976-2.0% | $6,730-42.1% |
| Admin fee / account holder | $1,728 | $8,559-79.8% | $6,100-71.7% | $14,365-88.0% |