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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 | $40,582 | $73,421-44.7% | $66,439-38.9% | $155,188-73.8% |
| Participation rate | 84.2% | 79.7%+4.5pp | 74.5%+9.7pp | 80.8%+3.4pp |
| Annual return | 8.62% | 1382.37%-1373.7pp | 757.66%-749.0pp | 148.84%-140.2pp |
| Employer contribution / active EE | $745 | $3,039-75.5% | $2,637-71.8% | $4,248-82.5% |
| Participant deferral / active EE | $2,607 | $4,680-44.3% | $3,876-32.7% | $6,531-60.1% |
| Admin fee / account holder | $5,613 | $8,856-36.6% | $6,173-9.1% | $14,480-61.2% |