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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 | $106,970 | $176,688-39.5% | $130,660-18.1% | $152,897-30.0% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.5%-11.0pp |
| Annual return | 22.59% | 2693.08%-2670.5pp | 1709.29%-1686.7pp | 345.43%-322.8pp |
| Employer contribution / active EE | $977 | $5,743-83.0% | $4,092-76.1% | $4,764-79.5% |
| Participant deferral / active EE | $1,830 | $4,362-58.0% | $3,603-49.2% | $5,851-68.7% |
| Admin fee / account holder | $5,012 | $7,131-29.7% | $5,463-8.3% | $11,599-56.8% |