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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 | $23,900 | $88,815-73.1% | $81,882-70.8% | $145,897-83.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.39% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,490 | $3,086-19.3% | $2,916-14.6% | $4,663-46.6% |
| Participant deferral / active EE | $4,492 | $4,647-3.4% | $4,323+3.9% | $6,689-32.9% |
| Admin fee / account holder | $343 | $8,434-95.9% | $7,360-95.3% | $13,390-97.4% |